Defining Action Plans
To define an action plan:
1. See Accessing Action Plans.
2. Open the properties of the action plan that interests you.
In the Characteristics page, the following sections appear:
General Characteristics
In the Characteristics section, you can specify action plan fields, for example:
• Name: action plan name.
• Owner: is by default the user who created the action plan.
• Owner Entity: enables restriction of the list of owners.
• 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: corresponds to the plan objective;
• "Global"
• "Local"
• Origin: enables definition of the context of carrying out the action plan:
• Category: enables specification of the action undertaken.
• Nature: enables definition of the action plan undertaken:
• “Preventive”
• “Corrective”
• Comment: supplements information on the action plan and its characteristics.
Financial Assertions
• 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 enter performance indicators enabling to assess action plan completion.
• Key Success Factors: text information on action plan success factors.
• Successful: information on action plan final success.
• “None”
• “Yes”
• “No”
• Successful Comments: text information on action plan results.
Scope
In HOPEX Privacy Management, the action plan needs to be positioned on a processing activity.
Milestones
Milestones are important dates. 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.