Editing Feedback Report Action Plans

Users with the appropriate permissions can update, edit, delete, or overwrite comments in the following text boxes in the Feedback Report:

• Root Cause Analysis*
• Action Plan
• Preventive Action Plan*

*The Root Cause Analysis and Preventive Action Plan fields are only displayed when enabled by RizePoint.

Additionally, depending on the permissions that have been enabled, an "Add:" text box may display below each of them enabling users to enter comments and updates about the Action Plan.

The following permissions are available for editing action plans within a Feedback Report:

The configuration of permissions granted to a user dictates how the text boxes are displayed and whether text fields are activated or not. Refer to the table below to determine how to assign permissions to users within your organization.

An administrator with all three of the permissions in the table above will see the following:

• The "Root Cause Analysis:" text box appears grayed out in read-only mode. Any previous comments display blog-style with the most recent comment on top. The user's name and a date and time stamp indicating the time the comment was added. NOTE: Comments and text cannot be deleted from this box.

• An editable "Add:" text box displays below the "Root Cause Analysis:" box.
  
  
  
  To add text to the "Root Cause Analysis:" box:

• 1. Navigate to the "Add:" text box.

  2. Enter comments.

  3. Click the SAVE & RETURN button. The new comment will display blog-style in the "Root Cause Analysis" column on the Feedback Report.

     Clicking the RETURN button will not save the comment.

• The "Action Plan" and the "Preventive Action Plan" text boxes display and are editable.
  
  To add text to the "Action Plan:" and/or the "Preventive Action Plan:" text boxes:

• 1. Click into the desired box. It is activated when you see a blue outline.

  2. Add text. Note that as soon as you begin typing, an UPDATE button displays in the top right corner of the box.
     
     

  3. When you have finished, click the UPDATE button. The text and any changes that  have been made to the other fields in this page will be updated. The comments that you added will display in the appropriate column of the Feedback Report. NOTE: These columns only display comments, but no blog-style tracking is displayed.
     

     Clicking SAVE & RETURN or the RETURN button will not save your newly added comments to any editable fields, but it will save all other changes made to "Add" text boxes, "Responsible Person" and date fields.

  
  

A user with the ACTION PLAN - EDIT permission only (highlighted above), will be able to:

• View the Feedback Report.
• Use the Edit Pencil of the non-compliant audit result question to add or edit the Action Plan for that result.
  
  
  
  To edit an Action Plan:
• 1. Click on the Edit Pencil in the non-compliant result question. The Action Plan Edit page displays. Notice that the "Root Cause Analysis:", "Action Plan:", and the "Preventive Action Plan:" text boxes are read-only (grayed out). Additionally, each text box has a corresponding "Add:" text box displayed below.
     
     
  2. Click inside the "Add:" text box below the text field where you want your new comments to be displayed. Enter comments.*
     
     *Configuration Information: It is possible restrict the addition of comments to the "Add:" box below the Action Plan text field. To restrict a user's ability to enter comments in this box:
     
     a.  From the main menu, navigate to REPORTS > REPORT SETUP > CONFIGURE FEEDBACK REPORTS. The Feedback Report Administration page will display.
     
     b.  Select CONFIGURATION next to the name of the appropriate report.
     
     
     c.  Scroll to DISPLAY ACTION PLAN TEXT AS READ ONLY FOR CRITICAL QUESTIONS and click the check box.
     
     
     
     d. Click SAVE & RETURN.
     
     
     
  3. Click SAVE & RETURN. The comments you entered will be visible in the Feedback Report.

A user with the two permissions highlighted above will be able to:

1. • View the Feedback Report
   • Enable the Edit Pencil of the non-compliant audit result question to add or edit the "Action Plan:" text box for that result.

To add text to the "Action Plan:" text box:

1. 1. Click into "Action Plan:" text box.
   2. Add text. Note that as soon as you make any change in the box, an UPDATE button displays in the top right corner of the box.
      
      
   3. When you have finished, click the UPDATE button. the comments you added will display in the "Action Plan" column of the Feedback Report.
      

      Comments in this column are not displayed with blog-style tracking.  Clicking SAVE & RETURN or RETURN will not save any changes to the "Action Plan" text box.

A user with the two permissions highlighted above will be able to:

1. • View the Feedback Report
   • Enable the Edit Pencil of the non-compliant audit result question to add or edit the "Preventive Action Plan:" text box for that result.

To add text to the "Preventive Action Plan:" text box:

1. 1. Click into "Preventive Action Plan:" text box.
   2. Add text. Note that as soon as you make any change in the box, an UPDATE button displays in the top right corner of the box.
      
      
   3. When you have finished, click the UPDATE button. the comments you added will display in the "Preventive Action Plan" column of the Feedback Report.
      

      Comments in this column are not displayed with blog-style tracking.  Clicking SAVE & RETURN or RETURN will not save any changes to the "Preventative Action Plan" text box.

A user who has not been granted any of the permissions above will be able to:

1. • View the Feedback Report, but no edit functionality will be enabled. NOTE: To view audit results, the user must have the RESULTS-VIEW permission.

sqs: enhactplan