> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Action Plans

> Create, view, edit, and manage employee engagement action plans with status, priority, and assignee tracking.

Action Plans is available at route `/hr/engagement/action-plans`. Access follows your organization's role and module configuration.

## Overview

The Action Plans list page displays all engagement action plans for the organization in a data table. Users can filter by free-text search, status (`draft`, `in_progress`, `completed`, `cancelled`), and priority (`low`, `medium`, `high`, `critical`). Each row shows title, source (linked survey or department), priority badge, status badge, a progress bar, due date, and assignee. Row-level actions via a dropdown menu allow viewing, editing, starting (draft plans), completing (in-progress), or cancelling. A **Create Action Plan** button navigates to `/hr/engagement/action-plans/new`.

## Who it's for

Access follows your organization's role and module configuration.

## Before you start

* No preconditions beyond having the route accessible; action plans may be created from scratch.

## Steps

<Steps>
  <Step title="Open Action Plans">Navigate to `/hr/engagement/action-plans`.</Step>
  <Step title="Filter the list">Use the search field, Status dropdown, or Priority dropdown to narrow results.</Step>
  <Step title="Act on a plan">Click a plan title to view details, or use the row action menu to edit, start, complete, or cancel.</Step>
  <Step title="Create a new plan">Click **Create Action Plan** to go to the new plan form.</Step>
</Steps>

## Key concepts

| Term                 | Meaning in code                                   |
| -------------------- | ------------------------------------------------- |
| `ActionPlanFilters`  | Filter shape accepted by `useActionPlanList` hook |
| `ActionPlanStatus`   | `draft`, `in_progress`, `completed`, `cancelled`  |
| `ActionPlanPriority` | `low`, `medium`, `high`, `critical`               |

## Viewing an action plan

Selecting a plan opens the Action Plan Details page at `/hr/engagement/action-plans/:id`. It shows the plan's title, description, priority and status badges, a progress bar calculated from `current_score` / `target_score`, assignment details (assignee name, department, due date, completed date), and any linked survey or analytics source. Status transitions available from this page are: **Start** (draft → in\_progress), **Complete** (in\_progress → completed, requires confirmation dialog), and **Cancel** (draft or in\_progress → cancelled, requires confirmation dialog). An **Edit** button navigates to the edit form.

1. Navigate to `/hr/engagement/action-plans` and click a plan title to open the detail page.
2. Check the Progress card for current and target scores and the progress bar percentage.
3. Use **Start**, **Complete**, or **Cancel** buttons; Complete and Cancel require confirmation dialog acknowledgment.
4. Click **Edit** to navigate to the edit form at `/hr/engagement/action-plans/:id/edit`.

**Key detail concepts:**

| Term                             | Meaning in code                                                     |
| -------------------------------- | ------------------------------------------------------------------- |
| `priority`                       | `low`, `medium`, `high`, or `critical` — renders as a colored badge |
| `status`                         | `draft`, `in_progress`, `completed`, or `cancelled`                 |
| `current_score` / `target_score` | Numeric engagement scores used to calculate progress percentage     |
| `target_score_area`              | Optional label for the engagement dimension being targeted          |

## Creating an action plan

The New Action Plan page renders `ActionPlanFormPage` in create mode and is available at `/hr/engagement/action-plans/new`. On successful submission the user is redirected back to the action plans list. This route is part of the HR-17 Employee Engagement module.

Before you start: navigate to the parent list at `/hr/engagement/action-plans` to see existing action plans before creating a new one. Identify the owner and any linked engagement survey if applicable.

1. Navigate to `/hr/engagement/action-plans/new` or choose **New Action Plan** from the action plans list.
2. Complete the action plan form fields.
3. Submit the form; on success you will be returned to the action plans list.

**Key concept:** An **Action Plan** is a documented set of steps or initiatives created in response to engagement data or organizational improvement goals.

## Editing an action plan

The Edit Action Plan form (`/hr/engagement/action-plans/:id/edit`) renders `ActionPlanFormPage` with edit mode (`isEditMode = true`). The existing action plan is fetched via `useActionPlanDetail`. On successful update, a success toast is shown and the user is navigated back to the detail page. The form is rendered by `ActionPlanForm`.

Before you start: the action plan must exist. Navigate from `/hr/engagement/action-plans/:id` and click the edit action.

1. From an action plan detail page at `/hr/engagement/action-plans/:id`, click the edit action. You land on `/hr/engagement/action-plans/:id/edit`.
2. Update any action plan fields in the form. Required fields must be filled before submitting.
3. Submit the form. A success toast confirms the update and you are returned to the detail page.

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr.tsx
  * src/routes/hr/engagement-routes.tsx
  * src/cores/hr/engagement/pages/ActionPlanListPage.tsx
  * src/cores/hr/engagement/pages/ActionPlanDetailPage.tsx
  * src/cores/hr/engagement/pages/ActionPlanFormPage.tsx
  * src/cores/hr/engagement/hooks/useActionPlanList.ts
  * src/cores/hr/engagement/hooks/useActionPlanDetail.ts
  * src/cores/hr/engagement/hooks/useActionPlanMutation.ts
</Accordion>