Action Plans

From the Action Plans screen you can:

• Filter and Sort the CAM Grid
• View the Action Plan Status
• Export the grid information to Excel or PDF
• Export the grid information and details to PDF
• Submitting Action Plans for approval
• Save and Complete action items in one step
• Batch processing plan updates

To access Action Plans:

1. Go to Action Plans > Plans.
   
   The Corrective Action Plan displays, showing the user's list of Incomplete plans by default.  If you have previously filtered the view, the grid will display the last applied Quick Filter (Incomplete, Complete, Approved, or Pending Approval) for the default view.  All columns in the grid can be sorted and filtered.  See Navigating the CAM Grids.  
   
   
   

To view the action plans by status:

1. From the Action Plan grid, click the QUICK FILTER button.
   
   
   

The Action Plan Filter menu displays.  There are four default options you can use to sort:

• Incomplete (default)

• Complete

• Approved*

• Pending Approval*

*The display of this item is based on whether or not you have Approvals enabled in your system. To enable Approvals in your system, please contact your RizePoint Representative.

To export the Action Plan grid to Excel:

The export file will: List all plans in the grid, honoring any filters and sorts that are in place at the time the report is generated. Show the grid based on the user's language and any localized labels created for the language (column headers, status names, etc.).

1. From the Actions droplist, select Export to Excel.
   
   
   
   The export displays.
   
   
   

To export the Action Plan grid to PDF:

The export file will: List all plans in the grid, honoring any filters and sorts that are in place at the time the report is generated. Show the grid based on the user's language and any localized labels created for the language (column headers, status names, etc.).

1. From the ACTIONS droplist, select Export to PDF.
   
   A prompt similar to the following displays.
   
   
   

2. Click the CLICK TO RETRIEVE REPORT link.
   
   The PDF export displays.
   
   
   
   
   

To export Plans and Details to a PDF:

The export file will: List all plans in the grid, honoring any filters and sorts that are in place at the time the report is generated. Show the grid based on the user's language and any localized labels created for the language (column headers, status names, etc.).

1. From the ACTIONS droplist, select Export Plans and Details to PDF.

2. Click the CLICK TO RETRIEVE REPORT link.
   
   A multi-page plans and details PDF displays.
   
   
   
   

To Update Selected action plans:

1. Select the Action Plans you want to update by selecting the checkbox.
   
   
   

2. From the ACTIONS droplist, select Update Selected.
   
   The Update Action Plans dialog displays.
   
   
   

3. In the Directive field, enter the plan you want completed.  If you wish to overwrite the existing plan associated with this item instead of adding to it, select the Overwrite Existing checkbox.

4. In the Due Date field, enter the due date for the action plan completion.

5. From the Action Item Type Default Name droplist, select the action item type associated with this update.

6. In the Action Taken field, enter any associated item type action that has already been completed.  If you wish to overwrite the existing action associated with this item instead of adding to it, select the Overwrite Existing checkbox.

7. Click UPDATE.
   
   
   
   The Update Action Plans dialog displays.
   
   
   

8. Click CLOSE WINDOW.

Updating selected action plans, does not automatically mark them as complete.  You will need to follow the necessary procedures for completing an action plan in addition to the updates.

To update an Action Plan as complete:

1. From the list of Incomplete Action Plans, select the action plan(s) you want to mark as complete.
   
   
   

2. From the ACTIONS droplist, select Mark Complete.
   
   The following message displays.
   
   
   

3. Click MARK COMPLETE.