Learn about SoftExpert Action plan → Video displaying the new Task center.

First steps

• Approving the planning of action plans and isolated actions → Article rewritten for the tutorial topics to mention the new Task center.
• Executing the verification of action plan actions → Article rewritten for the tutorial topics to mention the new Task center.
• Verifying the effectiveness of the action plan → Article rewritten for the tutorial topics to mention the new Task center.
• Verifying the effectiveness of the isolated action → Article rewritten for the tutorial topics to mention the new Task center.

Learn about SoftExpert Action plan → Video with the associations tab visible on the action plan data screen.

First steps

• Planning an action plan from a template → Video with the associations tab visible on the action plan data screen.
• Planning an isolated action from a template → Video with the associations tab visible on the isolated action data screen.
• Planning an action plan → Video with the associations tab screen visible on the action plan data screen.
• Planning an isolated action → Video with the associations tab screen visible on the isolated action data screen.
• Assembling the action structure → Video with the associations tab screen visible on the action plan data screen.
• Editing an action under execution → Option for viewing the associations section added, described in step 3 of the "Editing an action" topic.

Advanced resources

• General parameters of SoftExpert Action plan → Parameter for number of days to consider an action close to due date removed from the article, and informative box added after the steps of the "Configuring the general parameters" topic.
• Generating action plans with AI → SoftExpert Copilot article associated with the SoftExpert Action plan manual to demonstrate how action plans can be generated by AI.

Learn about SoftExpert Action plan → Video updated to display the new unified screen for actions and plans.

First steps

• Planning an action plan from a template → Article completely rewritten to mention the new unified menu in the available topics.
• Planning an isolated action from a template → Article completely rewritten to mention the new unified menu in the available topics.
• Planning an action plan → Article completely rewritten to mention the new unified menu in the available topics.
• Planning an isolated action → Article completely rewritten to mention the new unified menu in the available topics.
• Assembling the action structure → Article completely rewritten to mention the new unified menu in the available topics.
• Executing an action from a plan → Article slightly rewritten to mention the new unified menu in the available topics.
• Executing an isolated action → Article slightly rewritten to mention the new unified menu in the available topics.
• Editing an action under execution → Option for viewing the comments section added, described in step 3 of the "Editing an action" topic.
• Monitoring the execution of plan actions → Article completely rewritten to mention the new unified menu in the available topics.

Advanced resources

• Deleting SoftExpert Action plan records → Article completely rewritten to mention the new unified menu in the available topics.
• Cancelling or reactivating SoftExpert Action plan records → Article rewritten to demonstrate only the record cancellation and reactivation operations. The other features of the PL025 menu are covered in the new article "Maintenance of actions and plans".
• Exporting actions from a plan → Article completely rewritten to mention the new unified menu in the available topics.
• Importing actions into a plan → Article completely rewritten to mention the new unified menu in the available topics.
• SoftExpert Action plan searches → "Viewing actions and plans" topic rewritten to mention the new unified menu.

• Creating an action plan using the wizard
• Maintenance of actions and plans

First steps

• Creating an action plan or isolated action category → Parameter added to the "General" tab in order to define whether responsible teams will be required in action plans and isolated actions.
• Planning an action plan → Video adapted to add the new team requirement parameter.
• Planning an action plan from a template → Video adapted to add the new team requirement parameter.
• Planning an isolated action → Video adapted to add the new team requirement parameter.
• Planning an isolated action from a template → Video adapted to add the new team requirement parameter.

Advanced resources

• Configuring the security in the category → Link about permission profiles updated in step 8.
• Using a permission profile in the security → Permission profile updated with changes in the "Where used" tab.

• General parameters of SoftExpert Action plan
• SoftExpert Action plan searches
• SoftExpert Action plan widgets → Widget for adding actions and plans discontinued.

Learning about the component

• Learn about SoftExpert Action plan

First steps

• Creating an action plan or isolated action category
• Planning an action plan from a template
• Planning an isolated action from a template
• Planning an action plan
• Planning an isolated action
• Assembling the action structure
• Approving the action plan planning
• Executing an action from a plan
• Executing an isolated action
• Editing an action under execution
• Monitoring the execution of plan actions
• Monitoring the execution of the isolated action
• Executing the verification of action plan actions
• Verifying the effectiveness of the action plan
• Verifying the effectiveness of the isolated action

Advanced resources

• Configuring the security in the category
• Configuring a timesheet in the category
• Configuring the approval in the category
• Configuring an attribute in the category
• Configuring a rule in the category
• Using a permission profile in the security
• Deleting SoftExpert Action plan records
• Cancelling and reactivating SoftExpert Action plan records
• Exporting actions from a plan
• Importing actions into a plan
• SoftExpert Action plan tasks