Improvement Plan Settings

Development Plan Settings

Learn how to manage Development Plan settings, including permissions, notifications and configuration options for your plans.

How do I turn on/off improvement plan notifications?

Find out how to turn Improvement Plan notifications on or off, giving you control over alerts and updates for plan activity.

How I configure email reminders?

Discover how to configure email reminders for your Improvement Plan, ensuring staff receive timely prompts about upcoming actions and deadlines.

How to Manage Cost Codes

Learn how to manage cost codes, allowing you to categorise and track spending across your Improvement and Development Plans.

How do I add costs to the improvement plan?

Learn how to add costs to your Improvement Plan so you can budget and track expenditure for planned activities.

How to manage departments on the improvement plan?

Find out how to manage departments on the Improvement Plan, ensuring actions and responsibilities are aligned across teams.

How do I configure emails?

Learn how to configure emails for your Improvement Plan, controlling notifications and updates for staff and stakeholders.

How do I manage Funding Types?

Learn how to manage funding types, helping you accurately record and report how Improvement Plan activities are funded.

How do I manage monitoring types?

Discover how to manage monitoring types, enabling you to track and review progress against Improvement Plan objectives.

How do I manage requirements?

Learn how to manage requirements in your Improvement Plan, ensuring all necessary criteria and standards are clearly tracked and met.

How do I manage statuses?

Find out how to manage statuses in your Improvement Plan, helping you track the progress and completion of actions and objectives.

How do I restore objectives & activites?

Learn how to restore objectives and activities in your Improvement Plan, recovering previously deleted items to continue tracking progress.