Now you have been given access as an Owner to the improvement plan product you can start to create your area(s).

Importing a plan

Step 1.

Navigate to your Improve product and click on import/create.

Step 2.

A pop-up page will appear. You will see a selection of templates you have permission for. You can preview these before importing.

Step 3.

Click import, you will then have the option to allocate the template to a partner organisation and also select groups. Once you have completed the form click create area. The plan will then show in your list.

Renaming your assessment

Step 1

Click on the plan title and rename the assessment to something more meaningful.

You are now ready to start inviting colleagues.

Updated on: 27/02/2023