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      Nudge Action Plan Owners

      Nudge Action Plan Owners to send an email notification and an in-app notification with customizable nudge messages to encourage regular updates and progress.

      Last Updated: December 9, 2024

      In this article:

       

      Overview

      Nudge action plan Owners to send an email notification and an in-app notification with customizable nudge messages to encourage regular updates and progress.

      Non-admin users with the ability to nudge Action Plan Owners can only do so for Action Plans within their scope and downline. 

      Additional Resources:

      Requirements

      • Available to full admin and survey-admin users
      • Non-admin users must be granted permission, learn how
      • Action Plan nudges require that an Action Plan has an Owner with an active Quantum Workplace account

      Grant Permission

      As a full admin or survey-admin, to grant Action Plan nudging permission:

      1. Click and expand Analytics in the left-hand navigation menu; click Surveys & Pulses
      2. Click on the survey to navigate to the survey's analytics
      3. Click and expand Admin Controls in the top-right; click Access Settings
      4. Click and navigate to the Access Roles tab
      5. Click on an existing role or Add Role to create a new role
      6. Click and enable Assign Access for Reporting Access (Figure A)
        • Optionally, update the date/time the Access Role is active (Figure B)
      7. Click and enable Action Planning; click and enable Can Nudge Action Plans (Figure C)
      8. Confirm that the Enable Access toggle in the top-left is enabled
      9. Click Save

      Nudge Action Plan Owners

      If an Action Plan does not have an Owner or has an Owner who does not have an active Quantum Workplace account, a nudge can not be sent. 

      To nudge Action Plan Owners:

      1. Click and expand Analytics in the left-hand navigation menu
      2. Click Surveys & Pulses
      3. Click on the survey name to navigate to the survey analytics page
      4. Click and navigate to the Action Plan tab
      5. To view action plans you have visibility into, scroll down past the Action Plan Overview to see the interactable table of action plans
      6. Click the corresponding ☐ icon to select each action plan
        • Use the search function to search by the plan name or Owner
      7. Once all action plans are selected, click Nudge to open the Nudge modal


        • Optionally, customize the message that will appear as an email and in-app notification
          • While notifications are translated for users who are using Quantum Workplace in a language other than English, the custom nudge message is not translated across in-app and email notifications
          • As an admin, you can send the nudge from either yourself or a custom name, e.g. HR Dept., Employee Success, etc.
      8. Click Send [x] Nudge(s)