Action Plans

An Action Plan is the planning of all actions needed to reach the expected result. Basically, a Action Plan identifies and lists the activities to perform (actions), highlighting all that is to be done and when each stage is to be performed.

Procedures

1. When accessing the Action Plans, click New and enter:
• Action Plan: name of the action plan.
• Person in Charge: user or user group in charge of the action plan.
• Description: description of the action plan.
• Cause And Effect Diagram: chart containing the cause targeted by the action plan.
• Cause: cause (from the cause and effect diagram) targeted by the action plan. Usually the approach of using a cause and effect diagram to guide the definition of Action Plans is used to solve complex problems.
• Status: status of the Action Plan (Rejected, Pending Approval or Approved). This information allows the implementation of a simple approval control for the Action Plan.
• Note: Free field which may be used mainly for describing data referring to the action plan status.
2. Click Save.

After saving, the Actions tab is enabled, allowing the registration of Indicator Actions associated to the Action Plan.

Important

In Tools / Configurations / System Parameter / Action, the following options are available:

Filtering action plan and action by user in charge. When enabled and the user logged into the system has View or Maintenance access rights to the Action Plan, the following situations are considered:

• Only the Action Plans for which the user (or some group the user is part of) is defined in the Person in Charge field and the Action Plans which are part of an Action for which the user (or some group the user is part of) is defined as in charge are displayed.
• The user in charge for the Action Plan has access to all Actions.
• If the user is not in charge of the Action Plan, only the Actions for which the user is in charge are displayed.
• This filter is not applied to users with Administrator rights, since they have unrestricted access.

 

Enable the approval control of the action plan. When enabled, the following situations are considered:

• It allows approving the Action Plan (changing the status  to Approval Pending or Approved) only after all its actions are In execution.
• Only the people in charge for the Action Plan or users with Administrator rights may change it.
• When the status of the Action Plan is Approved or Approval Pending, editing of all fields are blocked, except Status and Notes.