Introduction

The following steps explain how to add decisions and actions to 360° Screenings and shared files. These added decisions and actions can be downloaded as PDF. 

How to do it

1. Select a client in the menu 'My Clients'. Go to the menu 'Decisions and Actions'. Select '360° Screenings' and click a 360° Screening.

Click the dialogue icon that appears when you mouse over a Focus Area in the wheel.

2. Add a decision or an action to the Screening. Click the menu 'Decisions and Actions' and choose the tab 'Advisor Files'.

3. Click the name of a tool you shared. Scroll down and add a decision/action to the Decision Sheet.

4. Click the download icon to the right to download a Decision Sheet with added decisions and actions.