Action Plans

OPTIONAL FEATURE - Contact your RizePoint representative to enable this option.

When Corrective Action Management is enabled, the ACTION PLANS main menu is available with drop-down options similar to those shown below.

The number of drop-down options will vary depending on the permissions that have been granted to the logged-in user.

The top two menu selections (Plans and Approvals) are used in conjunction with the day-to-day operations for the corrective action process.  The last three menu selections (Rules, Item Types, and Plan Status) are administration options to help you setup your corrective action management screens.

PLANS - Displays the Corrective Action Plans page.

APPROVALS - Displays a list of Action Plans to be approved/disapproved.

Action Plans to be approved will only display for users who have the optional Corrective Action Plan Approval Process feature enabled.

RULES - Displays each Action Plan Rule created to channel non-compliant audit result questions into the Corrective Action Management.

ITEM TYPES - Displays the types of actions necessary to bring a non-compliant audit result into compliance.  A few examples of action types include employee training, equipment upgrades, or additional supplies.

PLAN STATUS - Allows the system to be configured to use different terminology for the available plan statuses.  Default status types are: New, In Progress, Pending Approval, Approved, Disapproved, and Complete.

To view the Action Plans user interface, see What is an Action Plan?.