Task:
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Planning approval
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Who receives it:
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Users who compose the responsibility route for the planning approval of the action plan or isolated action.
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When:
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The planning of the action plan or of the isolated action is finished.
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Purpose:
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Approve the planning of an action plan or an isolated action. This task can also be executed through the button available in the notification e-mail related to it.
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How to execute this task:
In the list of pending records, select the desired action plan or isolated action. Then, click on the arrow located next to the  button and select the desired option:
This option allows viewing the record data before approving them. The screen that will be displayed will vary according to the selected record. Refer to the Editing an action under execution and Editing an action plan sections for a detailed description of the data screen that will be opened. After checking the necessary information, use the following options displayed in the toolbar:
Actions
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Approval checklist
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This option will only be displayed if the responsibility route member who is performing the approval has an associated checklist. On the screen that will be opened, the list of questions to help the responsible party approve the planning will be displayed.
Answer each question by selecting the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.
Next, click on the Save button and close the screen.
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Approve
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Click on this option to approve the planning for the isolated action/action plan. On the screen that will be displayed, if desired, enter a comment related to the planning. Click on the Approve button at the bottom of the screen.
At this point, the system will generate the Action execution task for those responsible for the isolated action/plan actions execution. The isolated plan/action may be tracked through the Tracking task.
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Reject
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Click on this option to reject the planning for the isolated action/action plan. On the screen that will be displayed, enter an explanation for the rejection. Then, click on the Reject button at the bottom of the screen. At this point, the record will be sent to the planning step again, so that the responsible parties can redo this step.
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This option allows approving the record without viewing its data screen. In the Approved field on the screen that will be opened, select the "Yes" option to approve or the "No" option to reject the planning. The Date field will be filled out by the system with the date on which this operation is being performed.
The following tabs may be available:
Checklist
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This tab will only be displayed if the responsibility route member who is performing the approval has an associated checklist. This checklist is intended to help the person responsible for the approval or failure of the document. In order to answer it, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.
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Comment
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Enter important information regarding the approval of the planning. If the planning is rejected, filling in this tab will be mandatory. In that case, you must enter an explanation for rejecting it.
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Route
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This tab will only be displayed if the "Edit the approval flow?" option was checked at the moment of defining the responsibility route member that is performing the approval. In it, it is possible to edit the flow of the members responsible for approving the planning. It will not be possible to add, edit, or delete members who have already executed their approval task.
Use the following buttons on the toolbar next to the list of records:
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Click on this button to add a new approver. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Notice that by adding a new responsible party to a route associated with the planning approval, this addition will not be replicated to the route record performed through the Configuration  Responsibility route menu.
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Click on this button to edit the data of the responsible for approval selected in the list of records.
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Click on this button to delete the responsible for approval selected in the list of records.
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Click on this button to identify the approval status (AS column), i.e., the action that was taken by the members of the responsibility route.
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After filling out the necessary fields, save the record. If the planning is:
▪Rejected: The record will be sent again to the planning step so that the responsible parties can redo this step. ▪Approved: The system will generate the Action execution task for those responsible for the isolated action/plan actions execution. The isolated plan/action may be tracked through the Tracking task. |
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