What is the Action Plan?
The Action Plan is a management tool that lets you record, track, and resolve anomalies identified in an organization's processes. Through a standardized structure based on the 5W2H methodology, teams can describe anomalies, identify root causes, and define corrective actions with clear owners and deadlines.
How to create an Action Plan?
The Action Plan is the central tool for recording anomalies, identifying root causes, and defining corrective or preventive actions. This guide explains the step-by-step process for creating a new action plan in the web portal, from filling in the header to recording the expected impact and the effectiveness verification.
Action Plan Lifecycle
This document describes the complete lifecycle of an Action Plan: the possible statuses of each action, the transitions between them, how to edit and reschedule, record execution, conduct effectiveness verification, cancel or delete actions, and view audit logs.
Filling in during the form
Action Plans can be created directly while filling in a form collection, through an option that appears on questions configured for it. This feature lets you link corrective or preventive actions to specific form answers, tracing the origin of the need with precision.
Setting up questions for Action Plan
Specific questions of a form can be configured to enable the Action Plan option, allowing users to create action plans directly linked to the answers of those questions. This connects the recording of the deviation to the handling process without requiring the user to leave the form.
Settings
7 items