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            Track Tasks and Documents with Action Plan Templates and Program and Case Management

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            Track Tasks and Documents with Action Plan Templates and Program and Case Management

            Use action plan templates to define repeatable tasks and checklists to help clients and staff stay focused and productive. For example, create tasks to meet the documentation requirements or necessary approvals for your programs and benefits, or for clients to check in with their caseworker on the goals in their care plan. After you create a template that includes tasks and checklist items, publish it and assign it to the appropriate record to create those repeatable tasks from the record.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create and assign action plan templates:

            Action Plans permission set

            OR

            Education Full Access permission set
            To create document checklists:

            Document Checklist permission set

            OR

            Education Full Access permission set
            To access programs and benefits:

            Advanced Program Management permission set

            OR

            Education Cloud Full Access permission set
            To access care plans:

            Care Plans Access

            OR

            Education Cloud Full Access

            To assign tasks to a program, benefit, or care plan, create an action plan template that contains repeatable tasks. Relate the action plan template to the desired object—goal or benefit assignments, care plans, or programs—and then assign the template to the appropriate item.

            If you plan to add document checklist items to the template, create document types such as Proof of Residency or Proof of Identification before you start. See Set Up Document Types.

            Here’s how to create an action plan template with tasks and document checklist items. See the examples after the steps for information on how to set up action plan templates for Program and Case Management use cases.

            1. Create an action plan template.
              1. From the App Launcher, find and select Action Plan Templates.
              2. Click New.
              3. Enter a name.
              4. Select Industries as the action plan type.
              5. Select a target object.
                The target object determines your options for assigning the action plan template. You can assign the action plan to the target object or to an object related to the target object. For example, to assign the action plan template to a benefit, select Benefit Assignment or Program as the target object.
              6. To give other users the ability to add to your action plan template, select Let users add items to action plans.
              7. Save your changes.
            2. Add a task to the template.
              1. On the Action Plan Template record page, on the Items related list, click New Task.
              2. Enter a subject.
              3. In Days, enter the number of days required to complete the task.
                The due date for the task is calculated by adding this value to the date and time when the action plan starts.
              4. Select a priority.
              5. In Assigned To, leave the default Action Plan Creator selected.
              6. Save your work.
            3. Add a document checklist item to the template.
              1. On the Action Plan Template record page, on the Items related list, click New Document Checklist Item.
              1. Enter a name.
              2. Select a document type.
              3. Select Required.
              4. Save your changes.
            4. Add other tasks and checklist items as needed.
              You can set existing tasks as prerequisites for the new tasks in the Task Dependencies list.
            5. Publish the template.
              After a template is published, you can't edit it. Publish the template so that it can be used to create a specific action plan from the template.
            6. After you create program or case management records, assign action plan templates to the appropriate records.
              1. From the App Launcher, find and select Action Plan Template Assignments.
              2. Click New.
              3. In Associated Object, select the object and record that the tasks are required for.
              4. Select your action plan template.
              5. Save your work.

            You can use Action Plans to create repeatable tasks for many areas of program and case management. Consider action plans for workforce readiness programs or counseling check-ins with caseworkers.

            • Example: Workforce Readiness Program
              Organize and standardize a workforce readiness program by using an action plan template. The template includes a task to track budget approval and a document checklist item to track the valid government IDs of providers.
            • Example: Counseling Check-In with Caseworker
              Create an action plan template with a task for someone who's receiving a counseling benefit to check in with their caseworker every week after attending their counseling session.

            See Also

             
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