Plan Builder Release Notes Premium board icon

This page contains the complete release notes for this WebEOC Nexus board. Boards List and Downloads contains links to information about all WebEOC Nexus boards, including a link to download them.

Plan Builder updates by version
Version Release Date Changes
2.0 September 18, 2025

  • New table of contents: Provides a complete plan overview, now with clickable links for instant navigation.

  • Subsection support: Organize large sections into clear, manageable parts for easier editing and review.

  • Plan attachments: Add supporting documents or files directly within the plan.

  • Enhanced approval workflow: More robust process with defined states for submission, review, updates, rejection, and publishing.

  • Approval history: Detailed record of approvals with timestamps, status, and reviewer notes.

  • Preview in-progress forms: Toggle to include draft components in the plan preview for better visibility before finalization.
1.2 June 26, 2025

Board Enhancement

Dark mode capability has been added.

Dark mode must be enabled for your instance so that users can turn it on. See Enable Dark Mode for details.

Board Resolution

Resolved a text formatting issue when exporting a plan to PDF.
1.1 May 29, 2025

  • Added pagination to the Plan Builder PDF.

  • Added an option to import and export plan components on the Input view, as in, while editing records.

    Plan Builder Import Export plan components

1.0 November 14, 2023

The Plan Builder Board is comprised of three tabs, Templates, Working, and Published, that help you create, update, and finalize well-structured and adaptable plans for almost any type of process.

Board features include:

  • The Template tab allows you to generate reusable plan templates.

  • The ability to personalize plans with specific requirements, as well as your agency details and logo.

  • Custom Components allow you to add detailed instructions that enhance response collection and update the plan and task statuses when completed.

  • Assignment of plan sections to different team members and positions, streamlining collaboration and accountability.

  • The option to set due dates and require approval before publishing.

  • Tracking and documentation of plan modifications and the percent completed.

  • Interactive dashboards that present plan and task statuses, offering quick insights and filtering to help you monitor plan progress.

  • Notifications can keep you informed as plans progress through different stages, ensuring you are always updated.

  • Reports on plan distribution, with information such as the number of copies delivered, delivery methods, and the receiver organizations or members.

  • Plans are easily exported and shared through email, Excel, or PDF.