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Location: Management  Action plan tracking
Prerequisite:
▪Action plan with a finished planning ▪Isolated action with a finished planning
Optional:
▪Team ▪Calendar (SE Administration) ▪Document (SE Document) ▪Request (SE Request) |
▪Request type (SE Request) ▪Indicator (SE Performance) ▪Responsibility route |
Overview:
Through this menu, the parties responsible for the actions and plans and for the isolated actions may track their progress, in addition to performing the necessary adjustments. The tracking allows the controlling of the deviations between what was planned and executed.
Specific buttons:
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Click on this button to edit the data of the record selected in the listing. To successfully perform this operation, the logged-on user must have the Edit control allowed in the security list and the selected record must have "To be started" or "Execution" status. The displayed data screen 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 view the data of the action plan/isolated action selected in the list of records in read-only mode. This button will not be enabled if the selected record is with the "Start" or "Execute" status and if the logged-in user does not have the View control enabled in the record security list in question.
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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 import an action plan structure from an .xls file. Note that, through this menu, it is possible to import planned actions under execution. See further details on this operation in the Importing actions to the plan section. This functionality will not be available for isolated actions.
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Click on this button to export the structure of the action plan selected in the list of records to an .xls file. This spreadsheet must be used as a template for a further import. This functionality will not be available for isolated actions.
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Click on this button to cancel or reactivate the action plan/isolated action selected in the list of records. 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. ▪This operation may also be performed through the Tracking task. |
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