Action plan
Customer management - Bulk import plans en masse with customer site management
If youUse the software with Customer Management,Know that the file dâ€TMimport inMass will no longer be the same. Indeed, you can identify customers.for which your action plans are affiliated in column "C Â" of theFile of dâ€TMimport. Indicate the ...
Flow Action Plan
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.
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 ...
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 ...