The action plans feature was introduced in the '22 version of Manage. In short, it is about ensuring that all measures, regardless of where they come from, can be linked to the desired action plan. Measures also have a cost field which allows you to summarize the total price for each Action Plan.
Action plans can be found under area content and action plans: Manage/lists/actionplans
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Action plans can be categorized by using separate categories for HSE, quality, environment etc.
Add a new action plan
By clicking the new button at the top, you add a new action plan
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A new category is easily added during registration, or an existing one is selected from the drop-down arrow.
Add a title for the action plan, as well as a description of it. The person responsible for the action plan must also be filled in.
Furthermore, you choose whether this action plan should be linked to an organization or a process.
At the bottom there is a button for Active/selectable, which means that the action plan has not been completed and will be selectable from the action form. If you remove Active/Selectable, this action plan will not appear in the action form.
Actions
Actions that are registered, whether from cases or from risks, can be linked to an action plan.
Below we see that there has been a separate field for an action plan in the action, and here you select the relevant category and which action plan the action should be in.
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Overview of action plans
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By clicking on the relevant action plan, you will see which actions have been registered against it, here you will also be able to register costs for the various measures and you will get an estimated cost for all measures under this action plan:
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