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Action Planning & Dashboard

  • November 20, 2024
  • 2 replies
  • 60 views

amelia.gcadent
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Hi Everyone. 

 

I’m hoping someone has faced a similar issue, and can help me rectify. 

 

I have been working on an Employee Survey, with a dashboard page showing the action plan summary, which is split down per department. 

 

I’m having as issue because not all of the actions plans seem to be tracking to the dashboard correctly. For example, one of our departments has 10 action plans created, but the dashboard is only showing 4. 

 

I’ve checked the permissions and the metrics for the dashboard and individual who has loaded the action plans onto the system. I did see that some of their action plans are in progress, but at 0%, but this hasn’t been a factor in the past, when counting for the overall actions plans. 

 

Does anyone know how I can fix this issue, without having to do an action plan export and count on Excel?

2 replies

  • Level 4 ●●●●
  • 209 replies
  • November 21, 2024

There are couple of places to look at what and where went wrong. Look at the page level filters and widget filters. Make sure it has set correctly. Also check the data mapping.


Varun Raj Akula
QPN Level 3 ●●●
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  • QPN Level 3 ●●●
  • 62 replies
  • December 10, 2024

Hi ​@amelia.gcadent ,

Could you please double-check the permissions to view all action plans, including those created by others in their department?

Also, please update all action plans with the current metadata options and refresh the dashboard again. These steps might help.

Thank you!


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