Accessing action plans
Prerequisites for using action plans module
Below is a summary of functions available with each product or option.
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Product/Option
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Features
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as standard
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- Creating and executing action plans and actions
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HOPEX Power Studio
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- Creating and modifying workflow definitions
- Adding objects on which to execute action plans
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Profiles Linked to Action Plans
Presentation of the solution interface depends on the profiles selected by the user at connection to the application; the tree of menus and functions can vary from one profile to another.
Before organizing work with HOPEX, appropriate teams must be set up and roles and responsibilities assigned. To do this, a set of tools enables creation and management of the different participants.
For more details on management of profiles, see the HOPEX Power Supervisor guide.Action Plan Manager
Has authorizations for creation of action plans and their associated actions. He/she can access all follow-up reports. The action plans created by the Action Plan Manager respect top-down workflow.
Action Plan Owner
Has authorizations for modification of action plans and creation of associated actions. He/she can only access action plans of which he/she is the owner. He/she cannot access follow-up reports of all action plans.
Action Owner
Has authorizations to access their assigned actions. The "Action Owner" can also consult the action plans containing his actions.
Action plan approver
This is the person who can approve starting an action plan.
It is not a connection role, since it is not associated with a profile. User of a HOPEX solution, the approver has another role elsewhere.
Action plan creator
This role can be used by a user to modify his action plans and to create new ones. However, the new action plans must be validated by an approver before being implemented (workflow Bottom-Up). An Action plan creator can also create or modify the actions of his action plans.