How to create an Action

Note that some Actions features are only available for Pro customers. Please reach out to your Customer Success Manager if you can't see some features and you want to know more about the Pro package. 

Do you want to start working on improving or maintaining a specific temperature or set up a plan on how to minimize bullying and discrimination? With the Actions feature you can set up and define actions that everyone can work towards.


Unsure of what an Action is?

What are Actions?

 

How to Create an Action

You will find the option to set up an Action in different places in Winningtemp. Either under the Actions tab or in the actions section in the Category dashboard.

 

From the Actions page:

  1. Go to the Actions page in the left navigation field.
  2. Click Create Action.
  3. Read below on how to create the action.

 

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From the Category Dashboard:

  1. Go to the Temperature page in the left navigation field.
  2. Click on the Temperature you want to see more information about to access the Category dashboard.
  3. Scroll down to find the Actions section.
  4. Click Create Action or use the plus sign you'll find in various places in the Category dashboard.
  5. Read below on how to create the action.

 

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Decide if you want to set up a Quick action or a more detailed Action Plan.

Create a Quick Action

  1. Click Quick action.
  2. Pick a category for the action. If you started the action from a focus area it will auto populate.
  3. Decide between a Predefined action, a previously created Internal action template or Create a custom action in the free text field. 
  4. Click Next.
  5. Select the Target group. The target group will auto populate if you create an action from a category.
  6. Select the desired focus area. The focus area is then tracked to see if the action had any impact on it. 
  7. You can decide if you want the action to be visible to other members of the group or not, you can also toggle so that the action is visible in the Activity flow that's located on the start page.
  8. Under Select responsible, you as a manager can pick a responsible colleague or yourself as the owner of the action. Note: If you as a user set up an action, it will only show yourself as the responsible person of the action. 
  9. Select a Date for when you want the action to end.
  10. Click Finish.

 

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Create an Action Plan

  1. Click Create an Action Plan.
  2. Summarize your action Plan in one sentence under "What will you work with?".
  3. Write the purpose of the action plan and what you want to achieve. 
  4. Define the category you'd like to focus on, for example, leadership.
  5. Select the target group. The target group will auto-populate if you create an action from a category.
  6. You can decide if you want the action to be visible to other members of the group or not, you can also toggle so that the action is visible in the Activity flow that's located on the start page.
  7. Click next.
  8. Pick a Predefined action, a previously created Internal action template, or Create a custom action in the free text field. 
  9. Click Next.
  10. Read through the summary and select a responsible user. Managers can pick a responsible colleague or yourself as the owner of the action. If a user creates an action, it will only show themselves as the responsible person of the action. 
  11. Set a due date.
  12. Click Finish.

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Pro Tip:

Once the action is complete, you will be able to see its effects in the Impact column. If you have a positive value, it means that your actions may have had a good impact on results. So good job!

If you see a negative value, don’t worry, some focus areas take more time to improve. We recommend talking to your team about this focus area and try to define how to move forward. Once that is done, we recommend you set up a new action so you can follow the progress and see the impact. 

 

Read more

What is Actions?

What's the Category Dashboard?

 

Changelog:
2021-10-01 - Document created

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