Selecting and canceling several plans at once

What Select mode is

Action Plans is where you watch network initiatives move: decision plans your team activated, interventions reaching out to specific members, consent requests waiting on a franchisee's approval, program audits, and program violations working through their lifecycle. Day to day you read that work as a Gantt timeline or a calendar. But sometimes a batch of plans needs to go away at once: a playbook got superseded, a quarter's interventions were queued against the wrong cohort, a program audit round was opened by mistake. Closing those out one at a time, opening each plan's workspace and hunting for its own Cancel button, does not scale past two or three.

Select mode is the bulk path. One click swaps the Gantt or Calendar for a flat checkbox list of every in-flight plan currently in view, and a bar at the bottom of the screen lets you cancel however many you have picked, in one pass, with one reason.

Where to find it

Open Action Plans from the HQ sidebar, at hq.verinode.ai/actions. Select mode lives inside that page, it is not a separate destination. In the filter bar, on the right, is a button labeled Select. Click it to enter multi-select; the button label flips to Done while you are in it, and clicking either Done exits back to the normal view.

The Gantt and Calendar view-toggle icons disappear while you are in Select mode; there is nothing to toggle between, since the checkbox list has replaced them.

Turning it on and canceling a batch

1. 1Open Action Plans in the HQ sidebar.
2. 2Optionally narrow the board first: use the search box and the due-date dropdown (All, Planning, Ready to start, Overdue, Due today, Due tomorrow, Later, Completed) the same way you would in the Gantt view. Select mode reads whatever this filter is currently showing.
3. 3Click Select in the filter bar.
4. 4Check the plans you want to cancel, or click Select all to grab everything on the list at once.
5. 5Click Cancel N plans in the bar that appears at the bottom of the screen.
6. 6Pick a reason, add an optional note, and confirm.

What the checkbox list shows

Each row is one in-flight plan, flowing flat on the page with a hairline separator between rows, no card frame:

• Checkbox, at the left. A copper checkmark on a filled copper square means selected; an empty square with a border means not selected. Clicking anywhere on the row toggles it, you do not need to hit the checkbox exactly.
• Business area, a small copper label in capitals (for example GOVERNANCE, COMPLIANCE, OPERATIONS, GROWTH, or RISK) identifying which part of the network this initiative belongs to.
• Record name, if the plan is tied to a specific record, its name follows the business-area label after a center dot (for example "· Crossroads Restoration"). Plans that are not tied to a single record skip this.
• Title, the plan's name, in bold below the business-area line.
• Progress, one line under the title: either "N of M steps" counting how many of the plan's steps are marked done, or "Not started" when the plan has been activated but no steps have been generated or checked off yet.
• Dollar figure, at the far right, in bold copper, when the plan carries an estimated impact greater than zero. Figures are abbreviated the way they are everywhere else on the platform: $1.2M for millions, $340k for thousands, and an exact dollar amount below that. A plan with no meaningful dollar estimate simply shows no figure in that spot, there is no placeholder dash.

Only plans that are currently in flight, meaning their status is actioned, can appear here. A plan that has already been completed, waived, or closed out (including a plan you already canceled) has left the active list and will not show up to be selected again.

Select all and Clear all

When there is at least one cancelable plan in view, a Select all link sits above the list, opposite the instructional line "Pick the plans you want to cancel. They close out as not completed and leave your active plans." Click it to check every plan currently in view. Once everything is checked, the link relabels itself Clear all; click it again to uncheck everything.

The bulk action bar

Once you are in Select mode, a bar is pinned to the bottom of the screen for as long as you stay there:

• On the left, a status line: "No plans selected" when nothing is checked, or "N selected" once you have checked at least one.
• Done, a plain button that exits Select mode, clears whatever you had checked, and returns you to the Gantt or Calendar.
• Cancel N plans (or Cancel plan when exactly one is checked), a destructive red button. It stays disabled, and unclickable, until at least one plan is checked. Clicking it opens the confirmation dialog.

The cancel dialog

Clicking Cancel N plans opens a small confirmation window, the same one used for canceling a single plan from inside its own workspace:

• Title: "Cancel N plans?" for a batch, or "Cancel this plan?" for one.
• Explanation: "These close out as not completed. They move to Resolved and leave your active plans. You can start fresh plans anytime." (singular wording for one plan: "This closes out as not completed. It moves to Resolved and leaves your active plans. You can start a fresh plan anytime.")
• Why are you canceling?, required, marked with a red asterisk. Three options, each with its own one-line hint:

- No longer relevant, "Circumstances changed. This plan is moot." - Changed approach, "Going a different way. Dropping this plan." - Abandoned, "Stepping away from this for now."

• Note (optional), a small free-text box (placeholder: "Anything worth remembering about why") for context you want on the record alongside the reason. It is not required.
• Footer buttons: Keep plan(s) closes the dialog without doing anything, and Cancel plan / Cancel N plans confirms. The confirm button stays disabled until you have picked a reason.

Pressing Escape closes the dialog the same as clicking Keep plan(s), unless a cancel is actively submitting, in which case the dialog stays open until it finishes.

What canceling actually does

Confirming processes every checked plan independently, in one pass, so one problem plan (say, one someone else already closed a moment earlier) never blocks the rest of the batch from going through. For each plan that succeeds:

• Its status flips to Resolved, and it drops off the Action Plans board and out of the Select list, along with the Gantt and Calendar.
• The reason you picked and your optional note are recorded on the plan's outcome record, for the network's own learning loop. This counts as a not-successful close, distinct from a plan that ran its course and was marked done.
• No rating and no post-mortem questionnaire are attached, canceling is deliberately the fast path. That is the whole point of the dialog: one reason, one optional note, done.

Once the dialog closes on a successful cancel, Select mode exits automatically and the page refreshes, returning you to the Gantt or Calendar with the canceled plans already gone.

If nothing could be canceled, for example because every plan you had checked had already been closed out by the time you confirmed, the dialog stays open and shows a short message instead (for example "Nothing canceled: already closed."), so you are not left wondering whether the click did anything.

Empty states

If there are no in-flight plans to cancel at all, whether because nothing on the network has been activated yet or your current filter has narrowed everything out, the checkbox list shows a dashed box in place of rows:

No active plans to cancel. Plans you've started in flight show up here.

The Select all link does not appear at all in this state, there is nothing to select.

The HQ privacy boundary

Everything Select mode can touch is a network-level initiative your own team put in motion, a decision plan drawn from the network playbook, an intervention reaching out to a member, a consent request, or a program audit or violation. Canceling one of these closes out HQ's own initiative. It never reaches into a franchisee's private operating data, their jobs, their vendors, their margin, or anything else that lives inside their own IQ account. Verinode surfaces the network initiatives your team started; you decide which ones to keep running and which to close out.

Related help articles

• /help/hq-overview, orientation to the full HQ workspace Action Plans sits inside.
• /help/network-health, where many of the interventions and decision plans that end up on this board originate.
• /help/hq-programs, the certification and standards programs behind program-audit and program-violation plans.
• /help/hq-compliance, the compliance view these audits and violations also feed.
• /help/broadcasting-to-your-network, how consent requests reach members in the first place.