Review signals

Go to Home → Signals. The list shows what Action planning found, with the biggest drops first, and the first signal opens by itself. To learn what counts as a signal, see How signals are found.

Narrow the list

• View starts on Priority signals, which shows only big drops that are still going on. Choose All signals to see resolved ones too.
• Module, Focus area and Scope only offer choices that have signals.
• Status starts on Not dismissed. The statuses are New, In a plan and Dismissed.
• The search box looks at the headline, module, focus area, scope and evidence.

Open a signal

Select a row to open it. One row is open at a time. You’ll see:

• What the data shows: the evidence behind the signal.
• Plans that use this signal, with a link to each.
• Baseline and Latest, and a chart of the number by quarter.

Act on it

Use the buttons in the open row, or the row’s menu.

• Create plan opens a new plan with this signal already picked as evidence. See Create an action plan.
• Add to plan opens a panel of plans that are Draft or In progress, with plans on the same focus area first. Select Add next to one. It says Already added if the plan has it. A signal can back more than one plan. If there are no open plans, you’ll see “There are no open plans yet.” and a Create plan button.
• Dismiss sets the signal aside. It’s only offered for New signals, so a signal in a plan can’t be dismissed. There’s no confirmation. Select Restore to bring it back.

Dismissing is company-wide. Other admins see the signal as Dismissed too.

The summary on Home

Home → Overview has an Action planning section with four numbers: Signals found, Open signals (new and still going on), Modules with signals (such as “3 of 4”) and Plans in progress. Select View signals to come here.

If something goes wrong

“Could not load signals.” Select Try again.

“Action planning is unavailable” See “Action planning is unavailable”.