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Planning an isolated action

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To add a new isolated action, click on the arrow next to the new button on the main screen toolbar and click on the Isolated action option. To edit the data of an isolated action, select it in the list of records and click on the edit button.

 

On the isolated action data screen that will be opened, the following sections will be available:

 

acao_isolada_dados

 

Note: To successfully add an isolated action it is necessary to fill out the required fields in the General data and Summary sections (according to the configurations performed in the category that classifies the action). After saving the data for the first time, the other sections will be displayed.

 

hmtoggle_arrow1General data
hmtoggle_arrow1Security
hmtoggle_arrow1Approval
hmtoggle_arrow1Comment
hmtoggle_arrow1Documentation
hmtoggle_arrow1Summary
hmtoggle_arrow1History
hmtoggle_arrow1Request
hmtoggle_arrow1Configurations

 

After performing all the necessary configurations, use the following options as desired:

Option

Save

Saves the changes performed to the record, but the data screen remains open.

Save and exit

The system will ask whether you wish to send the action to the next step. Click on the desired option:

Yes: The record data will be saved and the data screen will be closed. The isolated action will be sent to the next configured step. See the possible steps in the Finishing planning section.

No: The record data will be saved and the data screen will be closed. The isolated action will remain pending in the "Planning" step.

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