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Action verification

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Task:

Action verification

Who receives it:

Users who compose the responsibility route for the verification of the action of action plan.

When:

The execution of a planned action of action plan is finished.

The planning of the plan to which an immediate action belongs is finished or approved, according to the settings made in its category.

Purpose:

Allow the responsible parties to confirm whether the execution of the action was implemented in accordance with the pre-established objectives. This task can also be executed through the button available in the notification e-mail related to it.

 

How to execute this task:

 

In the list of pending records, select the desired action. Then, click on the arrow located next to the default button and select the desired option:

 

hmtoggle_arrow1Data
hmtoggle_arrow1Approval

 

Save the record. If the action execution is:

Rejected: The action will be sent back to the execution step (be it either an immediate or planned execution type action), for the responsible parties to perform this step again. If in the general parameters the "Clear the executed dates of the plan action when rejecting its verification" option is checked, after rejecting the action verification, the execution dates will be deleted from the fields, and the responsible for the execution must enter them again. If this option is not checked, the execution dates will be maintained by the system.

Approved: It will be closed.