Archive an action

To archive an action, you must go to the tab"Register of shares"from the menu"Action plan".

Then click on the islandto archive the action.

To access your archived action plans, click on the icon"Archives"located at the top right of the button"Add an action"

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• Archive or Delete a Strategic Objective

  To archive a strategic goal, click the button"Archive" To delete a strategic goal, click the button representing ared cross.

• Archive or delete an operational goal

  The archiving and removal of operational objectives is done in the same way as for strategic objectives. Go to the registry of operating objectives and click to archiveor on the icon representing ared crossto delete an operational goal. The database ...

• Edit an action

  To change an action, go to the tab"Register of shares"from the menu"Action plan"then click on the action you want to edit. Change the data and validate.

• Verifying an action

  The action checker must verify an action, i.e. confirm that the action has been carried out and assess its effectiveness. The action checker receives an email and notification when the action period expires. In the stock log, a button is visible, ...

• Dealing with an action

  The Action Pilot must process an action, i.e. define possible steps in carrying out the action and validate its completion by providing the date of completion. In the stock register, a button, located in the last column of the row of the ...