Action plan categories are used to categorize the activities in the action plan. In order for the manager and employee to be able to categorize, it must be predefined by the administrator.
Categories may represent common objective areas, such as key performance indicators (KPIs), core business values, or specific aspects of the overall strategy. It is up to you to decide how, and whether, to classify the activities.
Delete a Category
- Select category
- Click the trash can icon to the right of the name to delete
- Note! Has an employee registered an activity within this category? See below:
Employees have registered activities in the category I want to delete – what should I do?
Yes. You can safely delete a category even if it is currently in use by employees. What will happen is that you can still view employee activities linked to the category, but no new activities can be registered under that category. The category will become “inactive.” You can view inactive categories by checking “show inactive” at the top of the list.
Can I restore a deleted category that employees have previously registered activities in?
Yes, it is possible. Follow these steps:
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Check the box “show inactive” at the top of the list.
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Inactive categories appear in light gray and have a restore icon to the right of the name.
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Click the restore icon to the right of the name.
