How to configure and set up action plans

To fully enable impact analysis in Action plans, you must define the metric fields available for impact calculations. You must also define the fields available to users when defining control groups and impact groups. Optionally, you can specify a minimum sample size of records for impact analysis and data views.

For detailed information about creating action plans, see Create action plans and Create an action plan using a template.

Configure impact analysis for action plans and set up data access from Action Plan Settings in the Reporting list:

The configuration and setting up activities include:

• Define metrics

• Configure fields

• Define Minimum sample size

• Define notifications

• Data view