Articles on: Actions plan

Action reports and customization

Storage


Action PDF reports and Action Plan PDF reports, in addition to being downloadable via the QMS Management screen, are stored in the EDM.


The PDF report of a plan is in the tree structure "Quality Management System > Actions > plan title".



The PDF report of an action is in the tree structure "Quality Management System > Actions > Plan title > Action reference > Reports".


Customization


Report templates are in docx format and are stored in the explorer, in the "Quality Management System/Templates" folder.


Action Plan reports and Action reports can be easily customized by using the tags described below in the template document.


To ensure proper functioning, we recommend copying/pasting the tags to avoid any typing errors or incorrect Word encoding.


Customization of the Action Plan report

List of simple tags that can be placed according to your own layout


FusionLibelle

Plan title

FusionResponsable

Responsible

FusionEcheance

Due date

FusionObjectif

Objective


Customization of the Action report

List of simple tags that can be placed according to your own layout


FusionCode

Code

FusionLibelle

Action label

FusionProcessusOrigine

Action plan name

FusionDateCreation

Creation date

FusionEcheancePrevi

Planned due date

FusionTypeAction

Type

FusionPriorite

Priority

FusionOrigine

Origin

FusionCategorie

Category

FusionCoutPrevi

Estimated cost

FusionDescription

Description

FusionObjectifs

Objectives

FusionProcessus

Process

FusionLieu

Location

FusionMoyen

Implementation means

FusionResponsable

Responsible

FusionCoutReel

Actual cost

FusionCommentaire

Comment


List of tags that must be in a table


TableActions

FusionActionDescriptif FusionActionEtat FusionActionCharge FusionActionMiseAJour

List of implementations

Updated on: 20/03/2026

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