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Action plan tracking

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Location: Management arrowrgray Action plan tracking

 

Prerequisite:

Planned/approved actions of the action plan

 

Optional:

Action type

Checklist

Document (SE Document)

Process (SE Process)

Item (SE PDM)

Audit (SE Audit)

Workflow (SE Workflow)

Indicator (SE Performance)

Attachment type

 

Overview:

In this step, while the actions of the action plan are being executed/verified, the party responsible for the tracking step, set in the process flow, needs to track them.

 

Specific buttons:

bt_executar_pend

Click on this button to open the data screen of the occurrence that will have its action plan actions tracked. Select the desired record before clicking on the button. See further details in the Tracking action plan actions section.

bt_relatorio_ocorrencia

Click on this button to issue a report with the data of the occurrence selected in the list of records. The information that will be displayed in the report may be predefined in the classification of the occurrence in question.

bt_relatorio_customizado

Click on this button to issue a customized report with the data of the occurrence selected in the list of records.

bt_pesquisar_action

Click on this button to search for the occurrences that will have their action plan actions tracked. This button will only be displayed if the search filters are displayed.

bt_limpar

Click on this button to clear the information entered in the search filters located on the left side of the main screen. This button will only be displayed if the search filters are displayed.

bt_exibir_ocultar

Click on this button to display/hide the search filters located on the left side on the main screen. Use them to easily find the records through specific information.