💡Users can only view and manage Action Plans for the facilities where they have been assigned admin access.

Set up your Action Plan

When setting up an Action Plan for a facility for the first time, you will be prompted to choose how to start:

• Step 1

  From the top navigation bar, select Act, then choose Action Plans.
  
  

• Step 2

  Use the facility drop-down on the right-hand side to select the facility you want to set up the action plan for.
  
  

• Step 3

  A pop-up will appear asking how you would like to start:

  Recommended – your Planned column will be auto-populated with recommended actions for you to review.
  Blank – start with an empty action plan and add actions yourself.
  
  
  
  ⭐You can change your starting point at any time. If you choose Recommended you can remove any actions that are not relevant to your facility.
   

Set your baseline year

To enable emissions forecasting for your action plan, you need to set a baseline year and provide your expected annual change in production output compared to the baseline year. You will see a prompt on your action plan page until this is completed.
 

• 1. From your Action Plan, select Edit on the ‘Missing: Baseline year and product output’ banner.
  
  
   
• 2. The Action Plan settings pop-up will appear.
  
  1️⃣Select your Baseline year from the drop-down.
  2️⃣Enter the Annual change in production output (%) compared to the baseline year.
  3️⃣Select whether this is an increase or decrease.
  4️⃣Select Save.
  
  

Complete a baseline year report 

If Secaro does not have any data for your selected baseline year, you will see a prompt to complete a facility report for that year before emissions reporting can be enabled. 

• Select Complete a facility report in the prompt.
  

• This will open a blank facility report for your baseline year.

  Complete the report.
  

  If you need support, follow the steps in our Complete a new report guide.

Select and Add Actions 

• 1. From the top navigation bar, select Act, then choose Actions library 📚
  
  
   
• 2. Make sure you are in correct facility. You can switch between facilities using the dropdown in the top-right corner.(🚨Any actions you add will be logged to the facility selected in this drop down)
  
  
• Use the search bar or filters to narrow results by focus area, impact, complexity, or payback period
  
  
• To see actions recommended for your facility, select the Recommended actions filter. Recommended actions are suggestions based on your facility’s profile and will evolve as your Action Plan develops
  
  
• To quickly log an action, select 'Add to [facility name]' on the action card without opening it
  Or, to view more details, select the action card to open the action pop-up, where you can:
  
  1. Read an action description
  2. View links to advice, support, and funding partners where applicable
  3. Select Add to [facility name] to add the action to your facility’s plan 
  
  
   

Create organization-level Action Plans. 

Use the dropdown at the top of your Action Plan to select any one of your facilites, or if it is a company wide action plan at select your organisation. 

This allows you to align actions across facilities and manage broader initiatives all in one place.

Create custom actions 

Alongside our library of best-practice actions, you can also create your own custom actions.

This lets you add actions that are specific to your own operations or projects, so you can track them alongside standard actions in your Action Plan.

Custom actions help keep your plan up to date by allowing you to include initiatives that aren’t already covered in the library showcasing your best decarbonization efforts unique to your organization. 

Manage action plan 

You can access your facility’s action plan from the top navigation bar select Act, then select Action plan overview  

To navigation between facilities, use the facility dropdown on the right-hand of the screen. Users can only view and manage Action Plans for the facilities where they have been assigned admin access.

Each facility plan is divided into three columns:

• Planned– newly added actions without start or end dates
  
  
• In progress – actions with a start and an estimated future end date.
  
  
• Completed – actions with end dates in the past
  
  

Edit or update an action

Keeping your actions up to date ensures your progress is accurately reflected in your reduction plan by updating details such as dates, status, and expected impact. All updates auto-save as you enter them.

Select the action to open its details:

• Add or update:
  1. Status – planned, in progress, or completed
  2. Planned Start and end dates – these will move the action through the status columns 
  3. Notes – visible only to organization users with the correct facility or organization admin permissions
  4. Expected annual change - see our How to calculate savings guide
  5. All updates auto-save as you enter them
     
     

🔒 Control visibility with the private toggle - Each action includes a visibility setting that lets you manage what your customers can see.

When an action is marked as 'Private', the your notes section will be hidden from customers you report to. However, core action details including the action name, status, dates, and estimated impact — will still remain visible.

Remove an action

• Select an action to open its details
• Scroll to the bottom of the page
• Select Delete action
• Confirm the deletion when prompted

⚠️Once deleted, the action will be removed from your facility’s plan and no longer appear in any column.