Features

• Introduction to Action Plan Management

  Objectives The Action Plan Tracking solution is a web solution offering: Efficient and simple management of your action plans. Control of the historical tracking of all your actions. Secure access to information managed by roles and protected access. Key features: Action plan tracking. The action process. Progress indicators. The menu Depending on the rights assigned to the user, the "Continuous Improvement" menu allows them to access various features of the appliFew readers

• The interface

  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 ![](hFew readers

• The action process

  Introduction The action process is triggered when a new action is created in the plan. Note: The configuration of visible, read-only or mandatory fields is defined during the solution configuration. Some fields present in the example below may therefore differ from your application. Circuit diagram Creating an action The creation of an action is doneFew readers

Administration

• Action circuit diagram

  Circuit diagramFew readers

• Management and monitoring of actions

  Introduction The Action Plan module offers specific pages for monitoring and managing all your actions. Action plan monitoring provides a synthetic view of current plans The history provides a table of all actions. Action Plan The management page displays, on the right, current action plans (by default) grouped by plan category. It is also possible to display closed action plans. For each plan, the user can view, in the central part, the list of concerned actions. An action plan cFew readers

• Roles and permissions for actions

  Roles The Actions module offers 5 default roles: AC_ResponsablePlanAction People proposed in the list of action plan managers. Only sees their plans in the QMS Management page AC_Analyse Generic role assigned to the Analysis step. Only sees their plans in the QMS Management page AC_User Role to appear in action managers or delegates. Only sees their plans in the QMS Management page AC_Admin QMS platform administrator. Sees all plans in the QMS Management page | AC_RFew readers

• 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". CuFew readers

• References management for actions

  Administration features are accessible only to users with the "Admin" role. From the home page, click on "Administration/ Reference management" in the menu to expand the menu. This feature allows customization of form dropdown lists. All application dropdown lists can be customized from the reference framework manager Action Category Organization_Site Action type Process (cf. QMS Process Management) Process_Type (cf. QMS Process Management) Origin Note_action ProductFew readers

• Advanced settings for actions

  | Administration features are accessible only to users with the "Admin" role The following properties are available for customizing the task list: Echeance_prevision Planned due date Type_actionLabel Action type PrioriteLabel Priority ActionPlanName Plan label ActionPlanObjective Plan objective ActionPlanDeadline Plan due date ActionPlanResponsibleLabel Plan manager name and first name ActionPlanSiteLabel Plan site (in case of multi-sites) PFew readers