Task:
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Planning
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Who receives it:
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▪User and team members responsible for the action plan planning. ▪User and team member responsible for the isolated action. |
When:
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▪The action plan remains in planning, that is, it is not sent to the next step. ▪The isolated action remains in planning, that is, it is not sent to the next step. |
Purpose:
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To finish the planning of an action plan or isolated action, enabling to perform the necessary adjustments before sending it to the next configured step.
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How to execute this task:
1.In the pending list of records, select the desired record. 2.If it is necessary to perform adjustments to the isolated action/action plan data, click on the  button on the toolbar. Refer to the Editing an action plan and Planning an isolated action sections for a detailed description on the data screen that will be displayed.
The following buttons on the toolbar are also available:
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Click on this button to delete the record selected on the main screen. On the screen that opens, enter an explanation for the deletion. To successfully perform this operation, the logged-on user must have the Delete control allowed in the security list of the record 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 for 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. 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 add a new action plan from the copy of an already created action plan. On the screen that opens, locate and select the desired action plan and save the selection. The created plan will be displayed in the list of records.
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3.If the record is properly configured and it is not necessary to perform adjustments, click on the  button on the toolbar. The system will ask whether you wish to send the record to the next step. Choose the desired option:
Action plan
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OK
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The plan will proceed to one of the following steps:
▪Planning approval: If in the category of the action plan, the Planning approval option is checked, the system will generate the Planning approval task for the appropriate responsible party. ▪Execution: If the planning approval is not configured in the category of the action plan, the system will generate the Action execution task for those responsible for executing the actions that compose it. The plan may be tracked through the Tracking task. |
Cancel
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The plan will remain pending with the Planning status. In this case, it is possible to finish its planning either through the "Send to next step" option on its data screen or through the Management  Planning menu.
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Isolated action
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OK
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The action will continue to one of the following steps:
▪Planning approval: If the action execution type is planned and the approval step is configured in its category, the system will generate the Planning approval task for the due responsible parties. ▪Execution: If the action execution type is planned and it does not have an associated category, or if the approval step is not configured in the category, the system will generate the Action execution task for those responsible for its execution. The action may be tracked through the Tracking task. ▪Effectiveness verification: If the action execution type is immediate and the verification step is configured in its category, the system will generate the Effectiveness verification task for the due responsible parties. ▪Closure: If the action execution type is immediate and it does not have an associated category, or if the verification step is not configured in the category, the isolated action is closed. In this case, it is possible to view it using the View Actions and plans menu. |
Cancel
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The action will remain pending with the Planning status. In this case, it is possible to finish its planning either through the "Send to next step" option on its data screen or through the Management Planning menu.
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These operations can also be performed through the Management  Planning menu or through the button available in the notification e-mail related to this task.
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