Improvement plan

An exercise only pays off if its actions get done. Every action from every report lands in Admin → Improvement plan, for the organization’s Exercise Program Manager.

Follow up

The list shows the soonest due first. Filter it by status, overdue, re-test or text. An action is overdue when its date has passed and it isn’t done or cancelled. The Admin dashboard counts open and overdue actions.

Updating an action’s status, note or due date doesn’t reopen a final report.

Re-test

Link an action to a later exercise that tests it again, and optionally to one of its objectives. Use the Re-tested in column, in the report’s plan or in Admin. The later exercise shows the actions it re-tests, and the report’s PDF says where each one was re-tested.

If that exercise is deleted, the link is removed and the action stays.