Import an improvement plan
Now you have been given access as an Owner to the improvement plan product you can start to create your area(s).
Navigate to your Improve product and click on import/create.
A pop-up page will appear. You will see a selection of templates you have permission for. You can preview these before importing.
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.
Click on the plan title and rename the assessment to something more meaningful.
You are now ready to start inviting colleagues.
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
Thank you!