Learn about SoftExpert Action Plan
Welcome!
SoftExpert Action Plan is an optimized management system. It provides an organized platform and a defined methodology to plan actions, assign responsibility, and track the progress of records to achieve the best results.
Watch the video to have an overview of the component:
What are its characteristics?
When accessing the component, you will see it is divided into the following menus:
| Configuration | Menu in which the initial configurations of the component are set; they will be used later on to add the other resources. Without a configured category, for example, it is impossible to plan an action plan. |
| File | Menu in which action plan and isolated action templates are created. |
| Management | Menu in which action plans and isolated actions are planned, tracked, and deleted. |
| Execution | Menu in which action plans and isolated actions are executed. |
| View | Menu that gathers the information of all records for an overview. |
Shall we start?
By following the steps of the flows below, it is possible to successfully configure and use SoftExpert Action plan.
The first flow follows the configuration and operation of an Action plan:
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The articles that compose the flow display a strategic action plan from a company. Within strategic planning, the action plan is applied to the actions that must be taken on short, medium, and long term. Thus, it applies the necessary strategies for the company to remain relevant in its section of the market.
The second flow follows the configuration and operation of an Isolated action:
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The articles that compose the flow display an operational equipment maintenance action, usually seen in engineering solutions. The planning of this isolated action aims to map and schedule inspections of company machinery to ensure their functionality and preserve the safety of the equipment.