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Approving the action plan planning

 

Prerequisites

  • Access to the My tasks menu;
  • Action plan or isolated action planning finished.

 

Introduction

The approval of the planning of an action plan or isolated action is performed through the execution of a task. The task is generated if the record has the approval configured.

Details of the Planning approval task

Who receives it Users who compose the responsibility route for the planning approval of the action plan or isolated action.
When The planning of the action plan or of the isolated action is finished.
Purpose Approve the planning of an action plan or an isolated action.

This task can also be executed through the button available in the notification e-mail related to it.

 
 

 

Approving planning

1. Access the My tasks > Action plan > Planning approval menu.

2. On the list that will be displayed, select the desired action plan.

3. Click on the button.

4. On the screen that will be opened, inspect the information.

5. Then, click on the Approve button.

6. On the screen that will be opened, leave a comment regarding the verification.

7. To finish, click on the Approve button again.

After the planning is approved, the Action execution task will be generated for the users responsible for the execution of the plan actions. They can be tracked through the task or the Tracking menu.

 

 

Conclusion

Thus, the responsible parties can apply the plan to achieve the objective.


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