Keeping track of your actions is easy when you use filters. The Action Plan screen lets you quickly sort and find what you need. Whether you want to see only high-priority tasks, actions assigned to a specific employee, or flagged items, filtering helps you focus fast. This guide shows you how to use those filters and get the most out of your Action Plan.
Filtering on the Action Plan screen is done using the Show Filter button, which provides multiple options to narrow down the information displayed.
⚠️Important: An employee will only see the actions associated with the locations assigned to them.
From the menu on the left, click Action Plan.
Click Action Plan Dashboard.
Click Show Filter.
Select the filters you require.
You will see various drop-down options to filter the screen including;
Area Manager: Filter actions by a specific area manager.
State: Filter by action status such as Done, Outstanding, or Overdue.
Completed: Show or hide completed actions.
Employee: Filter by the responsible employee by typing their name or selecting from the drop-down.
Priority: View actions by priority: All, High, Medium, or Low.
Status: Filter by status: All, Pending, In Progress, On Hold, or Completed.
KLOE: Filter by categories such as Caring, Effective, Preliminary, Responsive, Safe, Well-led.
Category: Filter by the category under which the action was created.
Page: Limit the number of actions displayed per page.
Archived: Choose whether to view archived actions or not.
Flagged: Show only flagged actions or all actions.
Clear: Clears all active filters.