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After adding the actions in the plan structure, it is possible to perform the adjustments in its data. This section emphasizes the data screen of a planned action, but the data screen of an immediate action is quite similar. The differences will be pointed out in the description.
To edit the data of an action, select it in the listing of the Actions panel of the "Action record" section. After that, click on the  button on the toolbar.
On the action data screen that will be opened, the following sections will be available:
Some fields in this section will be displayed as completed, according to what was entered when adding the action, but they can be edited:
General data
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Fields
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ID #
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Displays the action ID # according to the configurations made in the plan category. It will only be possible to edit it if a mask is not applied to it or if the "Enable ID # change" option is checked (if a mask is applied). In this case, enter the desired number or code.
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Title
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Displays what will be performed in the action.
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Category
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If this field is not filled out, it indicates that the action is not classified by a category.
Otherwise, the category that classifies the action will be displayed, and it will be possible to edit it. In that case, select the desired category. If in the action plan category the "Categories allowed to be used in action plan actions" is filled out, the categories available for selection will be restricted to the established categories.
Note that, when editing the category, there may be changes in the attributes, verification, etc. The completion of some fields may be required according to the configurations made on the Rule tab of the selected category.
Use the other buttons next to the field to view the data of the selected category or clear it.
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Execution type
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Displays whether the action execution type is planned or immediate.
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Responsible for execution (Who?)
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Displays the user responsible for executing the action, and it is possible to edit it. In this case, the completion of the field will vary if the responsible user is:
▪SE Suite user: In this case, click on the  button and on the screen that will open, locate and select the desired user. Only users with access to the Execution  Action execution menu will be available for selection. Use the other buttons next to the field to fill it with the logged-in user data and clear it. ▪External user*: Select the desired external user. In this case, the user will execute the action through the "Customer panel". |
Team
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Select the team that will be responsible for the execution of the action. Use the other buttons next to the field to add a new team and set it as the responsible team and clear the field.
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Option
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Enabled
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Disabled
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External user*
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Only users properly created in the SE Administration component will be available for selection in the "Responsible for execution (Who?)" field.
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Only SE Suite users with access to the Execution Action execution menu will be available for selection in the "Responsible for execution (Who?)" field.
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Planning
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Start
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Date
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Enter the planned date for the start of the action execution.
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Time1
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Enter the planned time for the start of the action execution.
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End
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Date
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Enter the planned date for the end of the action execution.
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Time1
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Enter the planned time for the end of the action execution.
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Duration
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Displays the number of days necessary for the execution of the action according to the entered start and end dates.
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How much?
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Enter the planned cost for the action execution.
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1 - This field will only be displayed if the "Use hours and minutes in actions and plans" option is enabled in the general parameters.
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Why?
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Fill out the Why? field with the reason for which the action will be performed.
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How?
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Fill out the How? field with the way the action will be performed.
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Where?
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Fill out the Where? field with the location in which the action will be performed.
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If the action execution type is "Immediate", the following sections will be available:
▪Execution: Enter the date and the time of the start and end of the action execution, as well as its cost. Refer to the Executing an action section for a detailed description on how to fill out the displayed fields. ▪Result: Enter the result obtained with the action execution. |
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This option and its Action verification subsection will only be displayed if on the Approval tab of the action category the Verification option is selected. In it, it is possible to view or define the responsible for the action execution approval. The responsible parties will receive the Action verification task after the closure of the action execution.
The completion of the information depends on the route type selected in the category. If it is a "Fixed & unique" route, this section may not be edited.
Fields
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Responsibility route
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Select the responsibility route for the approval of the action verification. If the route defined is "Fixed", it will only be possible to define another route through this field, however, it will not be possible to edit its members. Note that only the approval responsibility routes will be available for selection.
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Approval type
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Displays the approval type (Incremental or Circular) defined at the time of the responsibility route creation selected previously; however, it is possible to edit it.
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Cycle
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Displays a number indicating the approval cycle that the action execution is going through. Every time that the action is rejected and goes through approval again, the system increases a number. Select the previous cycles to view the members of the responsibility route that performed the approval.
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Option
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Checked
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Unchecked
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Wait for all members approval1
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The action execution will go to the next approval step after all route members release their tasks.
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The action execution will go to the next approval step as soon as a member of the current step releases the task.
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1 - It will be displayed checked or unchecked according to the configuration performed when creating the route.
If the route type defined in the category is "Variable", on the side toolbar of the list of records, the following buttons are available:
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Click on this button to add a new user responsible for the approval of the action execution. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Notice that by adding a new responsible party to a route associated with the action execution approval, this addition will not be replicated to the route record made by the Configuration Responsibility route menu.
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Click on this button to edit the data of the responsible for approval selected in the list of records.
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Click on this button to delete the responsible for approval selected in the list of records.
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Click on this button to record comments related to the action. On the screen that will be opened, enter the desired comment and click on Send. The added comment will be displayed on the timeline of the History section of the action.
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It is divided in the following subsections:
Attachment
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Through this section, it is possible to add, delete, download and view the attachments related to the action. For further details on how to add attachments to the record, see the Adding attachments section.
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Document
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This section is only available if the SE Document component is part of the solutions acquired by your organization. Use it to add or associate the documents related to the action. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
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The following subsections are available:
Predecessor
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In this section, it is possible to track all the actions linked to the action in question. Click on the  button on the side toolbar to view the action data selected in the list of records.
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Attributes - Planning attribute
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This section will only be displayed if at least one attribute is associated with the Attribute Planning tab of the category that classifies the action. In that case, enter the value of the displayed attributes. The way to fill out an attribute varies according to the configurations established at the moment of its creation. If the planned action has planning attributes in common with the action plan to which it belongs, the values entered in the plan will be copied to the action values. Those that are required must mandatorily have their values filled out, while the blocked attributes will be filled out by the system with the default value defined when associating them with the category.
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Checklist - Planning checklist
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This section will only be displayed if the Planning checklist field in the action category is filled out. In order to answer the checklist questions, in the Answer column of the list of records, select the desired option (Yes, No or N/A). The answers may be displayed already filled in with a default option, defined when creating the checklist. Moreover, filling in the fields in the Comments column or when creating the checklist will be mandatory or not according to the configurations set.
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If the action execution type is "Immediate", the Execution attribute (Attributes) and Execution checklist (Checklist) sections will be available. See a detailed description of their completion in the Editing an action under execution topic.
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In this section, the system displays a timeline with the main events that occurred in the meeting, up to present. Use the Comment option, located under each event, to add comments related to it. On the field that will be enabled, record the desired comment and press Enter on the keyboard. If desired, it is possible to notify a user on a determined event by mentioning them through "@user". The comment will be displayed in the timeline. The user who wrote the comment may edit it or delete it through the options that will be displayed.
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This section will only be available for editing when the action is under execution.
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The following subsections are available:
Enter time
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This section will display the configurations related to the action timesheet. The actions of the plan that are sorted by a category will inherit their configurations, but it is possible to edit them. Refer to the Enter time section for a detailed description about the fields displayed.
The configurations made on this tab will only work correctly if the SE Time Control component is part of the solutions acquired by your organization. These configurations will impact the timesheet screen. Refer to the Entering time section for more details on this operation.
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Actual time
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The fields in this section will only be filled out when a timesheet is performed in the action.
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After performing all the necessary configurations, use the Save or Save and exit options.
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