Introduction

The main interface is the action plan tracking. It is accessible from the "Continuous Improvement/QMS Management" menu or from a quick access on your home page.

Action plan tracking allows access to the list of plans in tree form and offers the user the possibility to navigate by clicking in action plans and associated actions.

The explorer offers a 2-column screen:

• On the left: The tree of plans grouped by plan category
• In the center: The list of associated actions

Each action plan is described by:

• A plan title
• A responsible person
• A due date
• A category
• A global objective

It is possible to modify the values of the "Type", "Priority", "Due date" (corresponds to "Planned due date") columns/fields via this interface. The modifications are reflected in the task to be processed only if the action is in the "Declaration" step.

*Creating an action plan*

The "New plan" button allows the creation of a new plan and displays an input form:

An action plan can contain as many actions as necessary to meet the objective.

Actions are presented by status. From this page, the user can:

• Consult action tracking
• Create new actions
• Edit the report of an action or plan
• Delete an action

Updated on: 19/03/2026