When you create an item using the SWOT screen in Evaluate (Your self assessment module), on the far right after your text, you should have an icon which says create activity when you hover over it.

Click on this and it will enable you to

  • i) create an activity

  • ii) select the plan you want to import it into.

If you cannot see this it means you may not have the permissions to do so. In this instance, please speak to your local administrator.

This will open up an activity template. Complete the template

You can either continue to add more activities by clicking save.

Or tick 'Go to new activity' to open up your newly created activity in your improvement plan.

If this doesn't answer your question, please do not hesitate to contact us via chat.

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