Navigation:  Management > Action plan tracking >

Tracking an action plan

Top  Previous  Top  Next

To track an occurrence in the action plan step, first, select it in the main screen list of records. After that, click on the bt_executar_pend button on the toolbar.

 

At this point, the occurrence data screen will be displayed. The fields will be filled out with the data entered in the identification, containment/disposition, investigation, cause analysis and action plan steps (according to the configuration of the method applied to the occurrence). The following tabs are available:

 

acompanhamento_plano_acao

 

Note: Only the tabs and sections that will be available for editing in this step will be described below. The other tabs and sections displayed in the screen that are not described in this topic will only be available for viewing.

 

hmtoggle_arrow1General

hmtoggle_arrow0   Association

hmtoggle_arrow1Attachment

 

Save the record after filling out the fields. When the action plan step is finished, the occurrence will no longer be displayed in the list of records.