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Actions are procedures to be performed during the course of an action plan to reach the desired result. For an action plan to be effective, in addition to defining the procedures, it is essential to assign responsibilities, establish deadlines, and clear out the objectives of the actions to be performed.
To add a new action to the plan structure, on the toolbar of the "Action record" section, click on the New action button and select the desired option:
▪Planned action: Allows adding a new action that will be performed. ▪Immediate action: Allows adding an action that is already being performed. This option will only be displayed if the "Allow immediate action" option is selected in the category of the action plan.
At this point, a new row will be added to the listing in the "Actions" panel. Fill out the data related to the created action. To do that, double-click on the field of the column you wish to complete.
The following columns will be available:
Column
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Seq.
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Displays the order of the action in the plan structure.
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D
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Displays an icon indicating the status of the action execution deadline. If the "Consider hours and minutes to calculate the deadline" option has been enabled in the general parameters, the system will consider the entered time to indicate the action execution deadline status. Otherwise, the date will be considered.
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AS
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Displays an icon that indicates the step in which the action is found.
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ET
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Displays an icon that indicates the action execution type: planned or immediate.
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A
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Will display an icon if there is an attachment associated with the action.
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D
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Will display an icon if there is a document associated with the action.
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Actual %
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This column will only be displayed if the action execution type is "Immediate". In this case, it will display the "100" value, indicating that the action has been finished.
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Category
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Fill out this field to define a category to classify the action. In that case, select the desired category.
This field may already be completed if, in the action plan category, a default category for plan actions is defined, but it is still possible to edit it.
If in the action plan category the "Categories allowed to be used in action plan actions" is filled out, the categories available for selection will be restricted to the established categories.
Note that, when classifying an action in a category, the configurations set for attributes, verification, etc. will be applied. The completion of some columns described below may be required according to the configurations made on the Rule tab of the selected category.
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ID #
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This field will be filled out by the system according to the configurations made in the action plan category.
If the use of a mask for the ID # of the actions is configured in the "Action configuration of action plan" section of the action plan category, an ID # will be generated according to the mask configuration, and it can only be edited if the "Enable ID # change" option is selected.
If there is no identification mask configuration for the plan actions, a sequential number is generated, but it is still possible to edit it.
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What?
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Enter a name for the action, to represent what will be done.
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Who?
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Define the user who will be responsible for executing the action. This field will be filled with the data of the logged-in user, but to edit it just enter the desired user name. Then, in the listing that will be displayed, select the user. Only users with access to the Execution  Action execution menu will be available for selection.
To define an external user as responsible for the action execution, access the action data screen and perform the necessary adjustments. See further details in the Editing the action of a plan under planning.
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When?
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Start
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Enter the planned date for the start of the action execution.
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Time1
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Enter the planned time for the start of the action execution.
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End
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Enter the planned date for the end of the action execution.
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Time1
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Enter the planned time for the end of the action execution.
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Duration
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Enter the amount of days needed for the action execution.
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How much?
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Enter the planned cost for the action execution.
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Where?
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Enter the location where the action will be performed.
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How?
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Enter how the action will be performed.
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Why?
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Enter the reason why the action will be performed.
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Actual2
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Start
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Enter the date on which the action execution started.
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Time1
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Enter the time on which the action execution started.
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End
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Enter the date on which the action execution ended.
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Time1
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Enter the time on which the action execution ended.
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How much?
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Enter the (actual) cost generated with the action execution.
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Result
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This field will only be available for editing if the action added is "Immediate". In this case, enter the result obtained with the action execution.
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Predecessor
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Displays the sequential that corresponds to the action to which the action is linked.
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1 - This column will only be displayed if the "Use hours and minutes in actions and plans" option is enabled in the general parameters.
2 - This set of columns will only be filled out if the action execution type is immediate.
Once done, click on the Save button on the action plan toolbar. Repeat the procedure described before to add all desired actions to the plan structure.
Use the  button on the toolbar of the "Action record" section to access the action data screen and perform the desired adjustments. Refer to the Editing the action of a plan under planning section for further details on how to perform this operation.
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