Important The people in charge for the action may edit status information: % Completed and Note. Other data can only be edited by the plan author. The action End Date cannot be edited. If needed, the configuration may be done in the System Configurations register (Tools menu). However, every time this date is changed, the person responsible for the scorecard is notified by email. It is not possible to delete a registered action. In this case, the action must be canceled (change its status to Canceled). When the action is indicated as canceled, its cause must also be described on the screen, since it is saved in the Note field of the action and cannot be changed afterwards. In Tools / Configurations / System Parameter / Action, the following options are available: Filter the action plan and action by user in charge. When enabled, the following situations are considered:
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Only the Actions for which the user (or some group the user is part of) is defined in the Person in Charge field and the Actions which are part of an Action Plan for which the user (or some group the user is part of) is defined as in charge are displayed. |
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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:
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Once the status of the Action is changed to In Execution, only the person in charge of its Action Plan may change it to Not Started. |
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While the Action has the Not Started status, any field may be edited. For other statuses, only the Status, Status Note and Completed fields may be edited. |
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Only the people in charge for the Action or users with Administrator rights may change it. |
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If the Action Plan is Pending Approval, all fields of the Action are blocked for editing, including Status. |
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If the Action Plan is Approved, one is not allowed to change the status of the Action to Not Started. |
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If the Action Plan is Approved, only the Status, Status Note and Completed fields may be edited. |
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