Managing Action Plans with HOPEX Business Process Analysis
An Action plan can be set up, for example, for improvement of a Customer Journey.
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 from the Transformation navigation pane:
1. Select Corrective Action Plans > Action Plans.
2. Select My Action Plans tab.
3. Click New.
The new action plan appears in the list.
4. Change the name of the action plan.
You can also create or connect an action plan from the Action Plans property page of an organizational process, for example. The object used to connect the action plan appears in the Scope section of the Characteristics property page of the action plan.
To create an action plan from a Customer Journey, see Creating an Action Plan for a Customer Journey.Characterizing Action Plans
For more information on action plans characteristics, see Renseigner les informations du plan d'action.Action Plans execution with HOPEX Business Process Analysis
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.
For more information on action plan steps, see Action plan execution.With HOPEX Business Process Analysis, actions can be created as long as the action plan is not closed.
For more details, see Managing actions with HOPEX Business Process Analysis.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.
For more information on action plan steps, see Assure follow-up of Action plan.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 .