Action and plans

Through this view, it is possible to keep track of the actions and plans recorded in the system related to meetings. In order for this feature to work correctly, it is necessary for the SE Action plan component to be part of the solutions acquired by your organization.

	Click on the arrow located next to this button and select the desired option to view the data screen of an action, action plan and meeting. Select the desired record before clicking on the button.
	Click on the arrow next to this button to configure and issue the desired control reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching for the parameters that may be used in the configuration of new reports.

Use the filters described below to locate the desired records through specific information. To use these filters, go to the Search filters panel and click on the

button to add filters.

Meeting: Select the meeting that is related to the action/plan you wish to search.

ID #: Enter the ID # of the meeting related to the action/plan you wish to search.

Name: Enter the name of the meeting related to the action/plan you wish to search.

Status: Expand the list and check the status corresponding to the possible status of the meeting related to the action/plan that you wish to view. Use the other buttons on the side of the field to check all available options and clear the checked options.

Location: Enter the location of the meeting related to the action/plan you wish to search.

Note taker: Select the user note taker of the meeting related to the action/plan you wish to search.

Scheduled period: Select, in the Start and End fields, the date range that covers the scheduled dates of the meeting related to the action/plan you wish to search.

Execution period: Select, in the Start and End fields, the date range that covers the actual dates of the meeting related to the action/plan you wish to search.

Comments: Enter the comments saved in the meeting data related to the action/plan you wish to search.

Subject: Enter the subject of the meeting related to the action/plan you wish to search.

Decision: Enter the decision saved in the minutes of the meeting related to the action/plan you wish to search.

ID #: Enter the ID # of the action or the action plan you wish to search.

Title: Enter the title of the action or the action plan you wish to search.

Search in: Expand the list and check the options corresponding to the record you wish to see: isolated action, action plan action, and/or action plan. Use the other buttons on the side of the field to check all available options and clear the checked options.

Planned date: Select a date range that covers the planned dates of the isolated action/action plan you wish to search.

Status: Expand the list and check the options corresponding to the status of the record you wish to search.