Content |  Index |   Search

• Welcome to SoftExpert Action plan
• Overview
• Configuration
  • Actions and plans
  • Attribute
    • Configuring an attribute
      • Indeterminate attribute mask
      • External attribute
      • Relationship
    • Translating an attribute
  • Category
    • Configuring a category
      • Enter time
  • Checklist
    • Configuring a checklist
  • Dynamic navigator
    • Configuring a dynamic navigator
    • Translating a dynamic navigator
  • General parameters
    • Configuring the general parameters
  • Identification mask
    • Configuring an identification mask
  • Permission profile
    • Configuring a permission profile
  • Priority
    • Criterion
      • Configuring an evaluation criterion
    • Evaluation method
      • Configuring an evaluation method
      • Revising an evaluation method
  • Responsibility route
    • Configuring a responsibility route
  • Scheduling
    • Scheduling configuration
  • Team
    • Configuring a team
  • View profile
    • Configuring a view profile
• File
  • Template
    • Adding an action plan template
    • Adding an isolated action template
    • Editing an action plan template
    • Editing an isolated action template
• Management
  • Deletion
  • Planning
    • Adding an action plan
    • Adding an action plan from a template
    • Editing an action plan
      • Adding an action to the plan
      • Editing the action of a plan under planning
      • Toolbar - Action record
    • Finishing planning
    • Importing actions to the plan
    • Planning an isolated action
    • Planning an isolated action from a template
  • Tracking
    • Changing the status of a record
• Execution
  • Action execution
    • Editing an action under execution
    • Executing an action
• View
  • Actions and plans
  • To-do tasks
• My tasks
  • Execution
    • Action execution
    • Action rescheduling request execution
    • Action verification
    • Effectiveness verification
    • Planning
    • Planning approval
    • Request execution
  • Tracking
    • Tracking
• Kanban