How to Set Up Voting for a Plan Type in OnePlan

Direct Answer: How to Set Up Voting for a Plan Type in OnePlan

To set up voting for a plan type in OnePlan, edit the plan type, open the Voting tab, select a Vote Type of Vote or Stars, and select Save. Voting is available to licensed OnePlan users and does not require an Innovation license. The Innovation Portal app and license add area-level Innovation settings, where you choose the plan types that users with the Innovation or Requestor license can see.

What This Article Covers: Plan Type Voting

This article explains how to turn on voting for a plan type, the two vote types, and how plan type voting differs from the area-level Innovation settings.

What you will accomplish You will let users vote on plans of a plan type, and you will know when the area-level Innovation settings are also needed.

Before You Begin: Plan Type Voting

You need access to the admin Configuration area or the Setup area.
The plan type must exist. See Create and Update Plan Types.
Choose the Vote Type before users start voting. Changing it later is not supported and may result in inaccurate existing voting data.

Why This Matters: Plan Type Voting

Context: Plan Type Voting Compared With Area Innovation Settings

Voting has two parts that are set up in different places:

Plan type voting is set on the Voting tab of the Edit Plan Type form. It is always available to licensed OnePlan users. No Innovation license or Innovation Portal app is needed to turn it on.
Area Innovation settings are set on the Innovation tab of the Area Editor. This tab appears when the Innovation Portal app and license are in place. It lets you select the plan types that are available to users with the Innovation or Requestor license, and choose whether the area is Open to All Users.

Step-by-Step: Setting Up Voting for a Plan Type in OnePlan

Task: Open the Voting Tab for a Plan Type

Use either path:

Area Editor: Select Setup in the left navigation, select the Edit icon for the area, and go to the Plan Types tab. Select the ellipsis (…) next to the plan type and select Edit Plan Type.
Configuration: Go to Configuration > General, select the Plan Types tab, and select the Edit icon for the plan type.

In the Edit Plan Type form, select the Voting tab.

Task: Choose a Vote Type

On the Voting tab, open the Vote Type drop-down and select an option:
- None — Voting is off for this plan type. This is the default.
- Vote — Each user can vote for a plan or not.
- Stars — Each user rates a plan from 1 to 5 stars.
Select Save.

Note: Changing the voting type from one to another is currently not supported and may result in inaccurate existing voting data. Choose the Vote Type before users start voting.

Users can now vote on plans of this plan type, and a Votes column is available in the area’s list.

Task: Make Plan Types Available to Innovation and Requestor License Users

If your group uses the Innovation Portal, set up the area as well:

Select Setup in the left navigation and select the Edit icon for the area.
Select the Innovation tab.
In Plan Types, select the plan types users with the Innovation or Requestor license can see and vote on.
Check Open to All Users to let all users in your group see every plan of those types in the area and vote on them. If it is not checked, users with Requestor, Team Member, or Contributor access see only their own requests, and users with Manager or Owner access see all requests.
Select Save.

For installing and using the Innovation Portal, see Configure the Innovation App.

Frequently Asked Questions: Plan Type Voting

Q: Do I need an Innovation license to set up voting on a plan type in OnePlan? A: No. In OnePlan, plan type voting settings are always available to licensed users. The Innovation license and Innovation Portal app add the area-level Innovation settings for users with the Innovation or Requestor license.

Q: What are the vote types in OnePlan? A: In OnePlan, Vote lets each user vote for a plan or not, and Stars lets each user rate a plan from 1 to 5 stars.

Q: Can I change the vote type after I set it in OnePlan? A: Changing the voting type from one to another is currently not supported in OnePlan and may result in inaccurate existing voting data, so choose the Vote Type before users start voting.

Q: What does Open to All Users do in the OnePlan Innovation settings? A: In OnePlan, Open to All Users on an area’s Innovation tab lets all users in your group see every plan of the selected plan types in that area and vote on them.

What to Do Next: Plan Type Voting

Learn more: