Plans with custom due dates are not included in the default review cycle. If the appropriate date range is not selected, staff members may appear as if they have no plan, even though one exists.
How to resolve this?
When viewing status reports for plans outside the regular review cycle, it’s important to adjust the date range from the dropdown menu. Follow these steps:
- Click on the dropdown menu and select "Select date range".
- Choose the appropriate date range for your custom plans (plan due date).
- Ensure the selected date range aligns with the custom cycle you’re interested in.
Keep in mind that plans within the default review cycle will still be included if their due dates fall within the selected range. This way, staff members’ plans will be accurately represented based on the chosen date range.