> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/business-continuity/executing-business-management-plans-apps/tracking-and-monitoring-executed-plans.md).

# Tracking & Monitoring Executed Plans

Browse and monitor operational plans throughout execution and closure.

Use one of the following modules to view and monitor operational plans initiated for execution, whether they are in progress, awaiting sign-off, or closed:

* **List of Executed Business Continuity Plans**
* **List of Executed Crisis Management Plans**
* **List of Executed Disaster Recovery Plans**

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="info" %}
All three modules provide the same features and functionality. The only difference is the type of operational plans displayed.
{% endhint %}

***

## Viewing Plans

Follow the steps below to locate and review plans efficiently.

{% stepper %}
{% step %}

### Filtering Plans

Use the **filter row** below the column headers to find specific plans or narrow the results displayed in the grid.

Commonly used filters include:

* **Active:** Filter plans by whether they are currently active.
* **Status:** Filter plans by their current stage in the workflow.
* **Started Date:** Filter plans by the date the execution was initiated.
* **Plan Name:** Filter plans by keywords in the name.

{% hint style="success" icon="lightbulb" %}

#### Tips for Filtering

Filtering options vary depending on the column’s data type.

* **Text Search:** Type directly in the filter field to quickly find matching values.
* **Dropdown:** Select a value from the dropdown (e.g., true or false).
* **Advanced Filtering:** Use the **magnifying glass** ( <i class="fa-magnifying-glass">:magnifying-glass:</i> ) icon to apply conditions (e.g., equals, contains, or range-based filters).&#x20;
* **Date/Time Filtering:** Use the **calendar** ( <i class="fa-calendar">:calendar:</i> ) icon to select specific values.

If the filter field is not editable or no controls are available, the column cannot be filtered.
{% endhint %}

***

{% endstep %}

{% step %}

### Accessing Plans

To open a specific plan, click the **View** ( ![](https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FIAlpvjgSBR3lKZjwsXm7%2FIMS-KI-L-9.svg?alt=media\&token=262f3701-b544-43fe-b1bc-d17a29a18e55) ) icon next to it.

* The plan opens in read-only mode, where you can:
  * Review all details
  * [View or download attached templates](/interfacing-help-files/end-users/exploring-apps/working-with-forms/generating-templates.md)

{% hint style="success" icon="lightbulb" %}
**Tip:** Check the **Status** column in the grid to see the plan's current stage in the [**Plan Execution & Closure**](/interfacing-help-files/business-continuity/executing-business-management-plans-apps/initiating-and-managing-plan-executions.md) workflow.
{% endhint %}

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Export Grid Data</strong></td><td>Export grid contents to an Excel file.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F8EURtbR8olEYsY7knlFB%2FIMS-V16-NAV-Library-Icons-106.png?alt=media&amp;token=7664c54c-4826-48e4-8ca0-d042582c2f2d">IMS-V16-NAV-Library-Icons-106.png</a></td><td><a href="/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids.md#exporting-data-to-excel">Working with Grids</a></td></tr></tbody></table>


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