Action Plan Progress Steps
For more information on action plan steps, see Action Plan Progress Steps.Creating the action plan
When the action plan is created, it is in "To submit" state.
By default, the action plan creator is the action plan Owner. Having specified the characteristics of a new action plan, the creator can:
• Propose the action plan.
In this case, the user defined as "Approver" receives a notification mail, and the new action plan appears with status "To Begin" in his/her tasks list.
Preparing the action plan
The action plan "Responsible" user can Validate or Cancel the action plan.
• Validate: the action plan, which then takes status "In Progress". Actions can then be created.
• Cancel: the action plan which takes status "Canceled".
Executing the action plan
Having executed actions relating to the action plan, the "Owner" can:
• Terminate the action plan which takes status "Closed". To do this, all action plan actions must be terminated.
The "Approver" user is notified of the action plan termination request.
Closing the action plan
After having consulted action plan follow-up reports, the "Approver" user can Close and then Reopen the action plan.
• Close: the action plan, which retains "Closed" status and disappears from the task lists of creator, approver and owner.
• Reopen: additional actions can then be created. The action plan again takes status "In Progress".
For more information on action plan workflow, see Action Plan Workflow.