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Plan/VOC

ver. 1.0

This article is for an Administrator only.

 

 

The Plan/VOC page is divided into 3 sections:

a)  Action Plan Order

b)  Action Plan

c)  Voice of Customer (VOC)

Plan-VOC_01.png

 

 

a)  Action Plan Order

This determines the arrangement of the 2 action plans within the account.

For example:

  • Select "Commitments first, then Growth Plans".

Plan-VOC_04.png

  • Select an account, click the "Action Plan" tab. The Action Plan order that was selected will appear.

Plan-VOC_05.png

 

 

b)  Action Plan

Plan-VOC_06.png

The "Action Plan" section has these features:

1)  Add Objective to - choose where to add an objective

Plan-VOC_07.png

2)  Edit - when clicked the "Edit Plan" page will appear. Provide the required information and "Save". Click "Delete" to remove a plan.

Plan-VOC_02.png

The "Title" of the plan will appear on the "Action Plan" tabs of all accounts.

Plan-VOC_03.png

3)  Objectives List

Click on "Objectives" to view the objectives list.

On the "Growth Plans" objectives list you can add, edit and view sub-objectives.

Plan-VOC_08.png

 

 

c)  Voice of Customer (VOC)

The "Voice of Customer" section enables you to add, edit and delete VOC questions.

Plan-VOC_09.png

Click "Add Question" to create. 

The "Create VOC Question" page will appear. Fill in the required information.

Click Save.  

Plan-VOC_10.png

 

 

 

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