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If the "Allow finishing the evaluation plan automatically when finishing all the evaluations" option has not been enabled in the evaluation plan cycle data, this operation must be performed manually. To do that, perform the following steps:
If the "Allow finishing the evaluation plan automatically when finishing all the evaluations" option is enabled, when all evaluation plan cycle evaluations have been finished, it will also be closed by the system.
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1.
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First, locate and select the desired evaluation plan from the list of records in the second quadrant.
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2.
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In the list of records on the third quadrant, select the cycle whose execution you wish to close. The cycles with the "Execution" status may be identified by the  icon in the S column.
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3.
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After that, click on the  button on the side toolbar.
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4.
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At this point, the cycle data screen will be displayed. In the General data  Actual section, fill out the End field with the date in which the cycle closure is being performed:
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5.
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Next, click on the Save and next step button. The system will ask whether you wish to send the plan to the next step. Click on the desired option:
Save only: Allows saving the execution data from the evaluation plan and keeping it with the "Execution" status. The evaluation plan closure may also be performed through the Evaluation plan execution task.
Confirm: Allows finishing the evaluation of the evaluation plan cycle. The evaluation plan may only be finished successfully if all the evaluations related to it were also finished.
▪If when creating an evaluation plan it is set that the frequency of the evaluation plan execution will be by the "Execution date", after the plan closure, the system will generate the Evaluation plan start task for the due responsible, according to the configured frequency and anticipation. ▪If the frequency type configured is "Uncontrolled frequency", it will be possible to add a new execution cycle in the planning or execution step. |
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