11. The Improvement Plan: Activities

Improvement Plan Activities are a means of breaking down the IP Objectives into smaller tasks which can be assigned to specific staff. We shall see how they work by adding an activity to the objective you created earlier.

Practical Task:

1. Select the Improvement Plan page from the contents link under My Work

2. Click on the description of the objective you recently added

3. The page which is displayed is the Activities page for your objective

4. It will currently have no activities listed on it

The page should look similar to this:

We shall now add an activity to an objective.

Practical Task:

1. From the Activities page select Add from the header

The Add/Edit Activity screen has six tabs and displays details about the objective at the top of the first tab:

You can complete the input now.

Practical Task:

1. Enter realistic text in the Activity/Task text area and the Success Criteria text area

2. Leave the other fields on the Details tab as per their default values

3. On the Personnel tab, tick two members of staff

4. The other tabs can be left from now so click Save from the header

Your Activities page should now show your new activity with a status of ‘Not Started’.

You can edit your activity either by clicking on the activity description or on the pencil icon.

Practical Task:

1. Click on the activity description to edit it

2. Notice there are now twelve tabs displayed

3. Go to the Resources tab and select Add from the header options

4. An Add Resources popup screen is displayed allowing you to record any costs associated with activity

5. The Funding Type and Cost Code text boxes consist of various options added by members of your administration team

6. Fill in the fields with realistic data and click the Add button

7. Go to the Training & Development tab and select Add from the header options

8. An Add Training and Development popup screen is displayed allowing you to add a Support (CPD) requirement with a cost

9. Fill in the fields with realistic data and click the Add button

10. In a similar way to the above add a monitoring item to the activity

11. Add some text on the review page

12. From the header options on the Review tab select Save

Your activity is now saved and can be updated by you or any of the other staff assigned to it at any time before it is eventually set to completed.