Action plan
Flow Action Plan
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 ...
Synthesis of actions
TheSynthesisof theactionsanalyzes a number of statistics (Coaches, distribution by type of action or origin, etc.) over a given period and/or area. Click on the tab"Synthesis of actions"to access and define the period and area of analysis.
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.
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 ...
States of actions
States Conditions Planning Date of day < Deadline for action AND no recorded step of action Ongoing- X% Date of day < Deadline for action AND one or more steps of action have been recorded Achieved The "Date of Achievement" field was provided by the ...
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 ...
Record an action
Click on the tab'Register of Actions'. The record of actions appears, then click on the button"Add an action" The registration page for an action is similar to the request for action, the difference that no downstream action validation is required. ...
Proposal for an action and validation
Click on the tab'Request for action'. The record of requests for actions appears, then click on the button"Proposing an action"
Register of actions
Click on the functionality'Action Plan', you will arrive by default on the stock register page allowing you to view all recorded actions. This page has 3 tabs: -Requests for action= Allows users to propose an action requiring validation before ...