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Location: Configuration  Maintenance Actions and plans
Prerequisite:
▪Action plan ▪Isolated action |
Optional:
▪Team ▪Calendar (SE Administration) ▪Document (SE Document) ▪Request (SE Request) |
▪Request type (SE Request) ▪Indicator (SE Performance) ▪Responsibility route |
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Overview:
Through this menu, it is possible to edit and adjust the isolated actions and action plans added to the system.
Specific buttons:
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Click on this button to edit the data of the record selected in the listing. The screen that will be displayed will vary according to the selected record:
▪Action plan: Refer to the Editing an action plan section for a detailed description of the data screen that will be displayed. ▪Isolated action: Refer to the Planning an isolated action or Editing an action under execution sections for a detailed description of the data screen that will be displayed, according to the step in which the action is found. |
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Click on this button to delete the record selected on the main screen. On the screen that opens, enter an explanation for the deletion.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to cancel or reactivate the action plan/isolated action selected in the list of records. This button will not be available if the record status is "Planning" or "Finished". See further details about this operation in the Changing the status of a record section.
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Use the "Search filters" to easily retrieve records based on specific information. See in the View  Actions and plans menu, a detailed description of the filters.
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