Characterizing Action Plans
For more information on action plans properties, see Supplementing Action Plan Information.Before proposing the action plan for approval, the action plan requester may supplement Action Plan Information.
To update fields that characterize an action plan:
Open the properties of the action plan that interests you.In the Characteristics tab, the following sections appear:
General characteristics
In the Characteristics section, you can specify action plan fields, for example:
• Name: action plan name.
• Owner: this field is specified by default by the user who created the action plan.
• Owner Entity: enables restriction of the list of owner entities.
• Approver: user responsible for validation of the action plan when all actions are completed.
• Means: text description of means required/desired for action plan execution.
• Priority: enables indication of a level. Priority can be: "Low", "Medium", "High" or "Critical".
• Organizational Level: final objective of plan; this can be "Global" or "Local".
• Origin: enables definition of the context of carrying out the action plan: "Audit", "Compliance", "Event", "Risk", "RFC" or "Others".
• Category: enables specification of the action undertaken, for example: "Process Improvement".
• Nature: enables definition of the action plan undertaken: "Preventive" or "Corrective".
• Comment: supplements information on the action plan and its characteristics.
Action plan statuses
• To Send: proposed by the action plan creator.
• To Start: accepted by the person designated as "approver" in the properties of an action plan.
• Canceled: the action plan responsible user has refused the action plan, which will not be implemented.
• In Progress: accepted by the action plan responsible user, actions are defined or being executed.
• Completed: all action plan actions have been executed. The responsible user has submitted a closing request to the approver, who can accept or refuse it.
• Closed: the action plan is completed and approved.
Financial assertion
• Forecast Cost: estimate of action plan cost expressed in Currency.
• Real Cost: action plan real cost expressed in Currency.
• Forecast Cost (Man-Days): estimate in man-days of action plan implementation workload.
• Real Cost (Man-Days): cost of action plan implementation expressed in man-days .
Success factors
In the Success Factors section, you can specify in text the success indicators enabling assessment of success of the action plan.
• Key Success Factors: text information on action plan success factors.
• Success: information on action plan final success. "None", "True" or "False"
• Comments on Success: text information on action plan results.
Scope
To position an action plan in its environment, you can associate objects with the action plan in the Scope section.
You can connect objects of risk, business and organizational process, control, entity or application type.
Milestones
Milestones are important dates of the action plan. You can specify these dates later.
• Effective Begin Date and Planned Begin Date
• Effective End Date and Planned End Date
Attachments
You can attach business documents to an action plan:
For more details on the use of business documents, see the HOPEX Common Features guide.