Managing Action Plans with HOPEX Business Process Analysis
An Action plan can be set up, for example, to improve the efficiency of a process.
An action plan comprises a series of actions, its objective being to reduce risks and events that have a negative impact on company activities.
Creating Action Plans with HOPEX Business Process Analysis
To create an action plan:
1. From the navigation bar, select Projects > Action Plans.
2. Click New.
With HOPEX Business Process Analysis, an action plan is connected to a process.
To create an action plan from a process, for example:
1. Open the Action Plans property page of the process that interests you.
2. Click New.
3. Enter the Name and the dates (Planned Begin Date and Planned End Date) and click OK.
The new action plan is created in the list of action plans of the process.
Characterizing Action Plans
Accessing the list of Action Plans
To access the list of action plans:
From the navigation bar, select
Projects > Action Plans.
The list of action plans appears.
The execution of an Action Plan
During the execution, an action plan takes different states. Passage between states is submitted for the approval of the action plan owner or the action plan approver.
With HOPEX Business Process Analysis, actions can be created as long as the action plan is not closed.
Having specified the characteristics of a new action plan, the creator can: Send the action plan to the “Approver” user.
The action plan "Approver" user can: Reject or Start the action plan.
When the action plan actions are closed, the “Owner” user must Close the action plan.
After having consulted action plan follow-up reports, the "Approver" user can: Close or Reopen the action plan for complementary actions.
Preparing the action plan progress follow-Up
Action plan progress is specified at periodic dates by the action plan responsible user.
HOPEX Business Process Analysis offers the opportunity to regularly remind the action plan owner user by email to update the progress of his action plan using a steering calendar.
Managing actions with HOPEX Business Process Analysis
With HOPEX Business Process Analysis, the action plan Owner can propose and assigning actions corresponding to the execution of the action plan.
An action is included in an action plan and represents a transformation or processing in an organization or system.
To create actions, the action plan status must be "In progress", that is it has been validated by the “Approver” user.
For more details on managing actions, see Managing Actions .