Navigation:  My tasks > Execution >

Action plan

Previous  Top  Next

Task:

Action plan

Who receives it:

Users of the team responsible for the asset calibration.

When:

A calibration is rejected, provided the respective control is configured on the general parameters screen.

Purpose:

To allow the responsible parties to draft an action plan for the rejected calibrations.

 

How to execute this task:

 

1.Select the rejected calibration from the list of pending records.

 

2.After that, click on the toolbar button.

 

3.On the screen that will be opened, select one of the options:

Create an action plan: A new action plan will be created. In this case, click on the button next to the Action plan field. On the hierarchy of the screen that will be opened, select the category which classifies the action plan and save the selection. At this point, the system will display the action plan data screen. Enter an ID #, a title, the parties responsible for planning and for the action plan, the planned start date and time and other required information. See the Adding an action plan section for a detailed description on how to perform this operation.

Associate an action plan: An existing action plan will be associated with the calibration. In this case, click on the button next to the Action plan field. On the screen that will be opened, locate and select the desired action plan and save the selection.

Justify not opening action plan: In the field that will be enabled, enter the reason for an action plan not to be created or associated with the calibration.

 

4.Save the record after entering the desired option.