The Action Plans card surfaces evidence templates that have required a formal remediation plan — meaning evidence collection failed or was incomplete for a given period, and a plan had to be put in place to address it. This card helps you track exactly where each of those plans stands in the resolution process.
What You See on the Card
Each row in the Action Plans card represents a single action plan tied to a specific evidence template and collection period. For each plan, you'll see:
The evidence template name
A segmented progress bar — broken into five stages of the action plan workflow
A percentage — how far along the plan is through the workflow
A status label — describing exactly where the plan currently stands, such as:
Assigned · pending plan — the plan has been assigned to someone but hasn't been written yet
Plan Accepted · pending completion — the plan has been reviewed and accepted, and the work is underway
Completion Accepted — the plan has been fully executed and closed out
The Status Dot — Hover for More
Each row has a small colored dot to the left of the template name. Hover over that dot and you'll see a tooltip showing the evidence period date range that this action plan belongs to — for example, "Oct 1, 2022 - Dec 31, 2022" or "Jan 2026." This is especially helpful when you have multiple action plans for the same template and need to know which collection cycle each one is tied to.
Clicking Into the Workflow
The Action Plans card works a little differently from the other cards — clicking the card title doesn't open a separate grid. Instead, clicking any individual row takes you directly into that action plan's step-by-step workflow view, which includes:
Assign Plan — who the plan is assigned to, and the deadline for submitting the written plan
A failure description— explaining what went wrong with the evidence collection
Write Plan — where the assignee writes the actual remediation plan and sets an expected completion date
Review and approval steps — where the reviewer accepts or rejects the plan and the completed work
Completion acceptance — the final sign-off confirming the remediation is done
Each step has its own status, so you can always tell exactly where a plan is stuck and who needs to take the next action.
Tips
The status label on the Home card is your fastest indicator of what action is needed. If you see "Assigned · pending plan," someone needs to write the plan. If you see "Plan Accepted · pending completion," the work is in progress. Use the hover tooltip on the dot to confirm you're looking at the right period before clicking in.