Flow Action Plan

Flow Action Plan




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    • 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.
    • 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 ...
    • Delete an action

      To delete an action, go to the tab"Register of shares"from the menu"Action plan"then click on the icon representing ared crossto the right of the page.
    • 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, ...
    • Disseminate an action report

      To release an action report, you must select your action plan and then go to the tab"History of trade" You can choose to distribute your action report to employees, suppliers, customers and/or by entering emails directly. Enter the subject of the ...