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Adding Outcomes, Actions & Indicators (OAIs)

Action Plans are built around Outcomes, Actions and Indicators (OAIs). 

When starting an Action Plan, take some time to think about what you want to achieve, then build your plan using the following methodology:  

  • Outcomes – what you want to achieve 
  • Actions – how you would go about achieving those Outcomes 
  • Indicators – how you would track or measure progress 

OAIs can be added to the platform in both Mind Map View and Table View. 

This video is outdated and due to be reviewed soon.

Adding OAIs via Mind Map View 

From the Workspace Dashboard, click on the plan you wish to edit under the Plans card. From here, click Mindmap on the purple ribbon at the top of the screen if that is not the default view.

Using the ribbon on the left-hand side of the mindmap view, select either Outcome, Action or Indicator.  

In the module that appears, fill out each field: 

  • Name: a short name for your OAI, usually a paraphrase of its full definition 
  • Details: the full definition of your OAI 
  • Additional Information: any extra information relevant to the OAI
  • Lens Category: the category which your OAI primarily belongs to (more information about this in Lenses)

Once all of the fields have been filled out, click Add Outcome/Action/Indicator and the new OAI will appear in the Mind Map.

Outcomes, Actions and Indicators have Location, Privacy Options, Bookmark, Sources, Additional Action Fields, Additional Data, and Sources where you can add extra information if needed (optional). This information can’t be added when first creating an Outcome/Action/Indicator but can be added by clicking on the Outcome/Action/Indicator of your choice after it has been created.

Adding OAIs via Table View 

From the Workspace Dashboard, click on the plan you wish to edit under the Plans card. From here, click Table on the right of the purple ribbon at the top of the screen. Using the tabs at the top left of the screen, select either Outcome, Action or Indicator and then click Add Outcome/Action/Indicator (this can be found near the top right of the screen).  

In the pop-up that appears, fill out each field as in Mindmap View and the new OAI will appear in the Table, and will also exist in the other views.  

In Table View, you can upload groups of up to 50 Outcomes, Actions and Indicators at a time with the File Uploader, see Import from File. 

See Linking to learn how to link your OAIs together. 

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