Task:
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Action execution
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Who receives it:
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▪SE Suite user and team members responsible for executing the action of the plan. ▪SE Suite user and team members responsible for executing the action of the plan. |
When:
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▪The planning step of the action plan or the isolated action that does not have the approval step configured, is finished and sent to the next step. ▪The action plan or the isolated action planning is finished. |
Purpose:
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Allow the responsible parties to start, enter important information about the execution, and finish the execution of the planned action, either isolated or action plan actions.
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External users responsible for action execution may execute the isolated actions and planned plan actions through the "Customer panel".
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How to execute this task:
1.In the list of pending records, select the desired action. 2. After that, click on the  button on the toolbar. 3.If the action status is "Start", on the screen that will open, fill out the following fields in the Execution section. See a detailed description of how to perform this operation in the Executing an action  Starting the execution of an action section.
Start
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Date
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Enter the date on which the action execution started. It will only be possible to enter a start date that is earlier than the current date if the permission for retroactive dates during execution is configured in the general parameters.
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Time
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This field will only be displayed if the "Use hours and minutes in actions and plans" option is enabled in the general parameters. In this case, enter the time at which the action started.
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End
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Actual %
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Enter the percentage of the action performed so far. The system only considers the action to be initiated when a percentage of the execution is reported between 1% and 99%. When 100% is entered, the remaining fields in the "End" section will be filled out, considering the action as finished.
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How much?
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Enter the cost generated with the action execution.
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4.If the action is already under execution, the information related to its execution must be recorded. See more information about this operation in the Editing an action under execution section. 5.To close the execution of an action, fill out the fields in the Execution End section, described below. See a detailed description of how to perform this operation in the Executing an action Finishing the execution of an action section.
End
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Date
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Enter the actual end date of the action execution. It is only possible to enter an end date that is earlier than the current date if the permission for retroactive dates during execution is configured in the general parameters. When filling out this field, the Actual % field will be completed by the system with the value 100%.
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Time
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This field will only be displayed if the "Use hours and minutes in actions and plans" option is enabled in the general parameters. It will be filled out with the date on which the action execution is being finished; however, it is possible to edit it. In this case, enter the time at which the action was completed.
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Actual %
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Fill out this field in with 100% to indicate that the action was finished. When filling out this field in with 100%, the Date field will be filled out by the system with the current date.
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Use scheduled dates
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Click on this option to use the planned dates as the execution (performed) dates of the action. In this case, the Start and End fields will be filled with the start and end dates defined in the planning of the action. Note that the Actual % field will be filled out with the value 100%.
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6.Once done, use the Save and exit or the Send to next step option. The system will ask whether you wish to send the action to the next step. Choose the desired option: OK: The action will continue to one of the following steps:
▪Action verification: If the action whose execution was closed is a plan action and, in its category, the Verification option is checked, the system will generate the Action verification task for the due responsible parties. ▪Effectiveness verification: If the action whose execution was finished is an isolated action and, in its category, the Verification option is checked, the system will generate the Effectiveness verification task for the due responsible parties. ▪Closure: If the action does not have an associated category, or the category does not have effectiveness verification configured, the action is finished. It will be possible to view it through the View Actions and plans menu. Cancel: The action will remain pending with the Execution status. In this case, it is possible to send it to the next step by using the  toolbar button on the main screen, or through the Execution Action execution menu.
These operations can also be performed through the Execution  Action execution menu, through the Action execution widget (as long as it has been made available through a portal), or through the button available in the notification e-mail related to this task.
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