"Action Plans: the work in flight"

What Action Plans is

Action Plans is the same decision data you see on the Decisions log, filtered down to one thing: the plans you have actually kicked off. Every decision Verinode surfaces (a vendor cost gap, a carrier delay, a certification expiring) can sit as a pending item, get parked, get dismissed, or get acted on. The moment you click Act on one, it graduates from "a thing to decide" to "a thing in motion," and Action Plans is where that motion lives: who or what each plan is about, when its next step is due, and how far along it is.

Nothing here replaces the Decisions log. It is a narrower, execution-focused read on the exact same signals, laid out as a timeline instead of a gallery of cards. If you want the full log of everything pending, parked, ignored, and resolved, that is the decision workspace. Action Plans only shows what is actioned or resolved: the decisions where you have already told Verinode "yes, work on this."

Where to find it

Open Action Plans from the sidebar, between your operational sections and the Intelligence band. The route is /actions. The page opens straight to the Gantt view with the filter set to All, so the first thing you see is every plan currently underway.

The header

At the top, the page title reads Action Plans. To the right, three controls:

• Workload, opens an overlay showing your current plan load.
• Triage Log, opens an overlay of your recent Act / Park / Ignore history.
• Send Data, the same document and photo upload control you see across the platform.

Action Plans does not show the Run analysis button that appears on the Decisions log. That button starts a new Business Analyst scan, which produces new decisions to review, not new work to execute, so it only lives on the page where decisions get triaged.

The filter bar

Search

A plain text box, placeholder "Search decisions...". It matches against the plan's title and the entity name (the vendor, carrier, client, or other record the plan concerns) as you type.

The stage filter

This is the main way you slice Action Plans. Instead of a status dropdown, it buckets every actioned or resolved plan by where its next step stands, and each option shows a live count in parentheses:

• All, every actioned or resolved plan.
• Planning, Verinode's agent is actively drafting the plan right now. Nothing to review yet.
• Ready to start, the agent finished drafting a plan with steps, but you have not pressed Start yet.
• Overdue, the plan's next uncompleted step is past its due date.
• Due today, the next uncompleted step is due today.
• Due tomorrow, the next uncompleted step is due tomorrow.
• Later, the next step is further out, or the plan has not been started yet.
• Completed, every step in the plan is marked done.

Sort

Newest first (the default, plans ordered by when Verinode last touched the underlying decision) or Biggest impact (largest estimated dollar value first). Impact sort ranks decisions with a calibrated dollar formula ahead of ones with a rough estimate, so a real number never loses to a placeholder guess.

View toggle

Two icons on the right of the filter bar switch between Gantt and Calendar. Both read from the same filtered, sorted set, so whichever bucket and search you have active carries across when you switch views.

Select

A button that swaps the Gantt or Calendar for a flat checklist so you can cancel several plans at once. More on this below.

The Gantt view

This is the default view and the one built specifically for a restoration operator's plans: a 16-week ruler (about four months), one row per plan, a chunky colored bar showing the plan's steps as segments.

Each row's left-hand label shows:

• The plan's title.
• The entity it concerns (a vendor name, a carrier, a client), when there is one.
• The estimated dollar impact, if the underlying decision has one, with a unit suffix so a one-time recovery never reads as an annual figure.
• Below that, either a step-progress readout (X/Y steps plus a copper fill bar showing what fraction is done) or, for plans still in motion before a timeline exists, a status pill:

- Planning, a pulsing copper pill, shown while the agent is still generating the plan. - N steps plus an Execute Plan button, shown once a plan is saved but not yet started. Clicking it starts the plan immediately, without opening the full workspace.

The bar itself is segmented, one block per step, colored by that step's status:

• Green, completed.
• Copper (full), due today.
• Copper (lighter), due tomorrow.
• Copper (faint), upcoming.
• Gray, not started yet.
• Red, overdue.

A vertical copper line marks today's date across the whole ruler. Hovering any step segment opens a small tooltip with the step's title, its due date, and two buttons: Mark complete (or Undo complete if it already is) and Open plan, which opens the full workspace. Clicking anywhere on a plan's row, its label or its bar, also opens the workspace.

At the bottom of the card, a legend spells out the same five colors, plus the hint: "Hover a step for details, click the bar or any step to open the plan."

Plans still in Planning or Ready to start show the same label-cell badges described above, but their timeline track is an empty grid with no bar, since there is no start date yet to anchor one.

The Calendar view

Calendar reads the same filtered set of plans but organizes it by date instead of by row. It looks and behaves like a standard monthly calendar: a month header with Previous, Today, and Next controls, and a day grid, Sunday through Saturday.

Each day cell shows up to three colored pills, one per plan step due that day (a fourth pill collapses into "+N more" when a day is busy). The colors match the Gantt: red for overdue, copper for due today, blue for tomorrow, green for upcoming or completed, gray for not started.

Click a day to open a list of every step due that day. Click a step in that list to open a second overlay with the step's title, its description, and every template attached to it (an email draft, a talking-point list, whatever the agent prepared), each with its own copy or send action. A footer button, Open Full Plan, takes you into the full workspace for that decision.

Because Calendar is date-organized, plans still in Planning or Ready to start have no due date to hang a pill on. They surface instead in a Pending plans strip above the month grid, showing the plan's title, its entity, and its step count, so they stay visible instead of disappearing from the view entirely.

Selecting and canceling plans

Click Select in the filter bar to swap the Gantt or Calendar for a flat, checkbox list of every plan you have actually started (in-flight plans only; plans still in Planning or Ready to start are not cancelable this way because there is no active plan yet to close out). Each row shows the plan's business area, its entity, its title, its progress ("N of M steps," or "Not started"), and its dollar impact.

A Select all link appears when there is more than one cancelable plan, letting you check every row at once, and toggles to Clear all once everything is selected.

1. 1Click Select in the filter bar.
2. 2Check the plans you want to close out. A running count appears in a bar pinned to the bottom of the page.
3. 3Click Cancel plan (or Cancel N plans for a multi-select). A dialog opens asking why: No longer relevant, Changed approach, or Abandoned. A note is optional.
4. 4Confirm. The selected plans move to Resolved and drop out of your active plans. You can start a fresh plan on the same decision at any time.
5. 5Click Done at any point to leave Select mode without canceling anything.

Canceling is a closeout, not a judgment call from Verinode. It records why you stepped away from a plan and moves on; there is no follow-up rating or review attached to a canceled plan.

Opening a plan

Clicking anywhere on a plan (its Gantt row, its Calendar entry, or the "Open Full Plan" button) opens the same glass-panel workspace used across the Decisions log: the decision's full context, its step-by-step plan, and Verinode's agent standing by to discuss it. See the decision workspace for how that surface works, and acting on decisions for what Act, Park, Ignore, and Discuss each do before a plan even reaches this page.

Empty states

Action Plans has no work to show until you have actually clicked Act on something, so its empty states are specific to what you are looking at:

• No plans anywhere yet (Gantt, default filter): "Nothing matches this filter."
• Overdue filter, nothing overdue: "Nothing overdue. Steps past their due date land here so they don't slip."
• Due today filter, nothing due: "Nothing due today. Steps scheduled for today land here as soon as a plan crosses their day_offset."
• Due tomorrow filter, nothing due: "Nothing due tomorrow yet. Tomorrow's step list builds as the day rolls over."
• Later filter, nothing later: "Nothing parked for later. Plans you don't act on today land here so you can pick them up next week."
• Planning filter, nothing generating: "No plans in the planning beat. New decisions you've accepted but not yet started will land here."
• Ready to start filter, nothing ready: "Nothing ready to start. Plans whose first step has come due will land here."
• Completed filter, nothing finished: "No completed plans yet. Plans you resolve land here so you can run a retrospective."
• Calendar, nothing at all: "No plans on the calendar yet." with the note "Action plans appear here as soon as you click Act on a decision. Each plan step lands on the day it is due."
• Select mode, nothing cancelable: "No active plans to cancel. Plans you've started in flight show up here."

None of these mean something is broken. They mean the underlying decisions have not reached that stage yet, because you have not acted on them, or the agent has not finished drafting, or nothing has come due.

Best-practice example

Open Action Plans first thing in the morning with the filter set to Overdue, then Due today. Clear those two buckets before looking at anything else, since they represent commitments you already made to yourself when you clicked Act. Switch the filter to Ready to start next: those are plans Verinode finished drafting that are simply waiting on your Execute Plan click, and they are the cheapest wins on the page since the thinking is already done. Save Later and Planning for a weekly review rather than a daily one; they are not asking for anything from you yet.