Metric Review PDF Report

Release 2014-08-27:

It's never been easier to make metrics and action items accessible to associates without computers!

• Download a review report for a single metric from the Process Review screen.
• Put the print-out on the wall, or in the mail, to bring the visibility and accountability of PlanBase to associates who do not have computers.
• PDF format ensures maximum printer compatibility and minimum hassle.
• Includes a full-width graph and space to write in extra corrective actions.

Release 2013-02-15: PDF Download

• Download your whole plan as a PDF. Print it out as a book! Full details are available in the Help page for this feature.
• Completed plan components are now suppressed for subsequent plan years. Objectives/Strategies with on-hold or awaiting approval statuses will continue into the next year.
• A new view is provided to make it easier for customers who are used to an X-Chart or X-Matrix to use PlanBase.