Planning an action plan
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Prerequisites
- Access to the Management > Planning (PL004) menu;
- Configured category.
Introduction
The action plan is the record of the planning of actions necessary to reach a result.
The example used in this article will be a strategic action plan of a company.
See how to plan actions below:
Planning an action plan
Watch the video below to learn how to create an action plan.
- In the Responsible for planning and Responsible team for planning fields, only the users who have access to the Management > Planning (PL004) menu will be available for selection.
- In the Responsible for action plan and Responsible team for action plan fields, only the users who have access to the Management > Tracking (PL006) menu will be available for selection. Fields can only be edited if the category has permission to edit enabled.
- After saving for the first time, it will be possible to add the actions to the plan. See how to assemble the action structure.
Users without permission to the tracking and planning menus can only be set as responsible if this is configured in the Configuration > General parameters (PL021) menu. For further details, access the General parameters of SoftExpert Action plan article.
Complementary resources
In addition to configuring the general data tab and assembling the action structure, it is also possible to use the resources from other tabs:
Security tab
The Inherit security list from the action plan category option will be checked if the Inherit (default) category security list option is also checked in the action plan category.
Thus, the category security list (configured in the Action plan security tab) will be inherited by the plan and may be viewed in this tab.
To edit the security list, the Block security change in the action plan option cannot be checked in the plan category, and the user must have the "Edit" control enabled.
If these requirements are met, simply uncheck the Inherit security list from the action plan category option to be able to edit the list.
Refer to the Configuring the security in the category article to learn how to add a new access. The steps described in that article are valid for this tab from 5 onwards.
Approval tab
Under Planning, it is possible to view or define the responsible parties for the approval of the action plan planning after it is finished. The approval is made through the Planning approval task.
Under Effectiveness verification, it is possible to view or define the responsible parties for the effectiveness verification of the action plan after the actions are executed and the plan is finished. The verification is made through the Effectiveness verification task.
These approvals will only be available if they are configured in the action plan category. It may also be possible to edit them depending on the route type selected in the category.
For further details refer to the Configuring the approval in the category article.
Comment tab
Use this tab to record comments related to the action plan.
On the screen, enter the desired comment and click on Send. The added comment will be displayed on the timeline of the History section of the action plan.
Summary tab
The Summary tab displays the description, the objective, the explanation, and the benefit entered in the creation of the action plan, if any. It is possible to edit them.
The Attribute tab displays the fields of attributes associated with the Attribute tab of the action plan category, if any. It is possible to fill them out.
Documentation tab
The Attachment tab allows adding attachments related to the action plan.
The Document tab allows adding or associating documents from SoftExpert Document related to the action plan. To do that, it is necessary for the SoftExpert Document component to be part of the solutions acquired by your organization.
Files added through this tab can be deleted, edited, or viewed later, without the need to access other menus. To do so, the user must have the proper permissions.
Indicator tab
This tab allows for associating and tracking the indicators related to the action plan.
Through the Period filter, it is possible to select a date to view the status of associated indicators.
This tab is only available if the SoftExpert Performance component is part of the solutions acquired by your organization.
Request tab
This tab allows for viewing the requests being executed, as well as executing requests related to the action plan issued through the SoftExpert Request component.
This tab is only available if the SoftExpert Request component is part of the solutions acquired by your organization.
Reports tab
This tab is used to issue the action plan report, configure a new report, or associate an existing report (to view the parameters that can be used to configure new reports), by clicking on the arrow located below Reports.
Configurations tab
This tab is used to configure the timesheet of action plan actions.
Refer to the Configuring the timesheet in the category article to learn how to perform this operation. The steps described in that article are valid for this tab from 4 onwards.
Conclusion
Thus, the action plan has been planned for the results to be achieved. Next, see how to execute actions from this action plan or monitor their execution.