Conclusion

Congratulations! If you followed the steps in this guide, you now have a fully functional Response Plan Tracker and will now be able to:

  • Create plans independently or directly from your Risks.
  • Assign members of the business as Plan Owners.
  • Track when plans were updated.
  • Send plans for periodic updates.
  • Report on the status of plans.
  • Export plans to PDF.
  • Create multiple plans simultaneously through the Data Import tool.

Also be sure to check out the video recording for Resolver's Building a Plan Tracker Workshop.

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