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During the execution of an action, some data should be entered. The data screen is similar for both plan actions and isolated actions, so the description will be made only in this section.
To edit the data of an action, first, select it in the list of records of the main screen. After that, click on the  button on the toolbar.
At this point, the action data screen will be displayed. Note that most of the fields on the screen will be filled with the data entered at the time of the planning of the action, which will be available for viewing.
See below the descriptions of only the sections available for editing during action execution:
In this section, it is possible to view the security list of the isolated action, according to the definitions performed in the category or in planning.
Inherit security list from the isolated action category:
▪This option will be checked by the system if the "Inherit security list from document category (default)" option is checked in the category and may only be unchecked if the "Block security change in the action plan" option is not checked in the category. In this case, it will only be possible to edit the security list if the "Block security change in the action plan" option is checked and if the logged user has the "Edit" control enabled. ▪By unchecking this option, the security list defined in the category will no longer be valid for this particular action, enabling the creation of a different security list. To do that, define if the action will be Public (all users with access to SE Action Plan will be able to access it) or Restricted (only certain users can access the action). If it is "Restricted", the following toolbar buttons will be enabled:
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Click on this button to add a new access in the security list of the action.
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Click on this button to edit the data of the access selected from the list of records.
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Click on this button to delete the selected access from the security list of the action.
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According to the type of action being executed, the following subsections may be displayed:
Action verification (Action plan)
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This section will only be displayed if, in the Approval tab of the action category, the Verification option is checked. 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.
Field
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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 responsible for verification. Those responsible for verifying the action may be the users of a department, position, department + position or team, a specific user, the responsible for the action, leader of the responsible for the action, responsible for planning, leader of user responsible for planning, as well as the leader of responsible for action execution. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Note that by adding a new responsible user to a route associated with an effectiveness verification, this addition will not be replicated to the route record made through the Configuration  Responsibility route menu.
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Click on this button to edit the data of the responsible for verification selected in the list of records.
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Click on this button to delete the responsible for verification selected in the list of records.
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Effectiveness verification (Isolated action)
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This section will only be displayed if, in the Approval tab of the action category, the Verification option is checked. In it, it is possible to view and define those responsible for the action execution effectiveness verification. The responsible parties will receive the Effectiveness 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.
Field
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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 responsible for verification. Those responsible for verifying the action may be the users of a department, position, department + position or team, a specific user, the responsible for the action, leader of the responsible for the action, responsible for planning, leader of user responsible for planning, as well as the leader of responsible for action execution. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Note that by adding a new responsible user to a route associated with an effectiveness verification, this addition will not be replicated to the route record made through the Configuration Responsibility route menu.
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Click on this button to edit the data of the responsible for verification selected in the list of records.
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Click on this button to delete the responsible for verification 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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Use this section to associate documentation related to the action. 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:
Where used (Isolated action)
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Displays the records with which the isolated action is associated. To do that, the system displays the components and the record number of each component that uses the action in question. When clicking on a component, the system will list all the record types that use it. When clicking on a record type, the system displays a listing with the records data that contain the isolated action.
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Predecessor (Action plan)
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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
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The following subsections may be displayed:
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 it, it is possible to view the attributes and the values entered for them.
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Execution attribute
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This section will only be displayed if at least one attribute is associated with the Attribute Execution 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. Those that are required must, mandatorily, have their values filled, while the blocked attributes will be filled by the system with the default value defined when associating them with the category.
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Checklist
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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 it, it is possible to view the checklist and the entered answers.
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Execution checklist
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This section will only be displayed if the Execution 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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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 is only displayed if the SE Request component is part of the solutions acquired by your organization. In it, it is possible to track and issue action rescheduling requests.
To issue a rescheduling request, click on the button on the side toolbar. On the screen that will be opened, select the type that will sort the request to be created and save the selection. Note that only types with "Action plan" object type and "Reschedule action" operation will be available, or without a defined operation. At this point, the request data screen will be displayed. Refer to the Issuing a request section of the specific SE Request documentation for a detailed description of how to perform this operation.
When the issuance/approval of the request is completed by the appropriate responsible, the system will generate the Action rescheduling request execution task for the responsible for the plan (action plan), or for the responsible for the action (isolated action).
▪The action rescheduling request can also be issued through the Request issuance menu in the SE Request component. ▪If the action to which a request is associated is canceled, the request will also be displayed as canceled in SE Request. If the task is reactivated, the request will also be reactivated and will be available again for execution. |
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Enter time
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This section will display the configurations related to the action timesheet.
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Actual time
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This section will be filled out with the data of the timesheet performed in the action. At the bottom of the section, the Total time of straight time, overtime and total time entered is displayed. In order for this feature to function properly, it is necessary for SE Time Control to be part of the solutions acquired by your organization.
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After performing all the necessary configurations, use the following options as desired:
Option
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Save
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Saves the changes performed to the record, but the data screen remains open.
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Save and exit
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If the fields in the General data section related to the end of the action execution are not filled out, it saves the changes made to the record and closes the data screen. If the fields have been filled out, the system will ask whether you wish to send the action to the next step. Click on the desired option:
▪Yes: The record data will be saved and the data screen will be closed. The action will be sent to the next configured step. See the possible steps in the Executing an action Closing the execution of an action section. ▪No: The record data will be saved and the data screen will be closed. The action will remain pending in the "Execution" step. |
Next step
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This option will only be enabled if the fields in the General data section related to the end of the action execution are filled out. In this case, the system will ask if you wish to send the action to the next step. Click on the desired option:
▪Yes: The record data will be saved and the data screen will be closed. The action will be sent to the next configured step. See the possible steps in the Executing an action Closing the execution of an action section. ▪No: The record data will be saved and the data screen will be closed. The action will remain pending in the "Execution" step. |
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