How to use categories

Action plan categories are used to categorize activities within the action plan. For managers and employees to categorize activities, the categories must be predefined by an administrator.

Categories can represent typical goal areas (KPIs), company values, or areas within the overall strategy. You can decide how (and whether) you want to categorize activities.

Administrator → Categories → Action Plan – Overall goals & type of activity

Administrator -> categories -> action plan - overall goals & activity type 

Delete a Category

1. Select category
2. Click the trash can icon to the right of the name to delete
   1. 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:

• Click “show inactive” at the top of the list.

• Inactive categories appear in light gray and have a restore icon to the right of the name.

• Click the restore icon to the right of the name.

Reporting dimensions are created/edited/removed in the same way as the action plan categories described above. These dimensions allow for more detailed filtering when generating reports. Dimensions make it possible to categorize users and departments across the organizational structure—for example by area of expertise, location, or other relevant groupings.