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Adding a planned action

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This section describes how to plan containment/disposition, investigation, action plan and standardization actions.

 

To add a planned action to the "Containment/Disposition" step, click on the bt_acao_planejada button on the side toolbar. If the planned action is being added to another step, click on the bt_incluir button on the side toolbar.

 

At this point, the action planning data screen will be opened. Use the Title (What?) field to enter a title that summarizes the content of the action. The following tabs are also available:

 

This image refers to a planned containment/disposition action. The planning screen displayed in the other treatment steps of the occurrence is similar.

This image refers to a planned containment/disposition action. The planning screen displayed in the other treatment steps of the occurrence is similar.

 

Note: To successfully plan an action, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the Attachment tab will be available to be filled out.

 

hmtoggle_arrow1Planning
hmtoggle_arrow1Attachment

 

After performing the desired configurations, save the record.