Action Plan: Specifying a Default Person

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

When this option is enabled, the RESPONSIBLE PERSON field in a new Corrective Action Plan is automatically populated by the user who is currently logged in.

This person, however, may manually enter the name of another person before saving the Action Plan. When entering another user's name in the RESPONSIBLE PERSON field, note that the maximum number of characters allowed is 50. Even though more than 50 characters can be entered, only the first 50 characters are saved.

 

APPLICATION SETUP

Note that you must make sure the Action Plan feedback report has been configured to include the VIEW RESPONSIBLE PERSON field.

  1. Go to Reports > Report Setup > Configure Feedback Reports.
  2. Select the CONFIGURATION link associated with the Action Plan feedback report. The link is located on the far right side of the window.

  3. Scroll down to the Action Plan section of the configuration page, then locate and select the VIEW RESPONSIBLE PERSON option.

  4. Click SAVE.

 

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