You can manage Action Plans by going through the Admin tab > Action Plans sub-tab:
Use the +Add Plan button to start creating goals and To-Dos, and select the service(s) where this plan should be made available on new cases created going forward:
Note: Multiple services can be selected for an action plan.
Until an Action Plan is assigned to a service, it is essentially in draft mode. Once a service is assigned, it will go live and start being added to newly created cases under the selected service effective immediately.
When adding To-Dos, you can do so by clicking on the ellipsis of a particular goal and choosing to Add To-Do or from the right-hand side pane +Add To-Do button:
To-Dos can be attached to a goal or they can be on their own:
Note: If a To-Do is added from a goal, the Firm Goal field on the form auto-populates with that goal.
The drop-down following the "Due After" field allows you to choose if To-Dos should be scheduled counting Calendar Days or Business Days.
When Assign to Lead Claims Consultant box is checked on an Action Plan To-Do, that specific To-Do will always be assigned to the Lead VRC at the time a new case is created. If the box is unchecked, you are given the option to search for one person who will always get assigned that To-Do at the time the case is created no matter who is the Lead Claims Consultant:
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Selecting an Activity Type on a To-Do makes it the default activity type for that particular To-Do and it cannot be changed when the To-Do is completed on a case.