Ensuring Action plan Follow-Up
Action Plan Progress Steps
During the execution, an action plan takes different states. Passage from one state to another is submitted to the approval of several org-units associated to business roles.
For more information on action plan execution, see Bottom-up Action Plan Workflow and Top-down Action Plan Workflow.Action plan progress is specified at periodic dates by the action plan responsible user. For more details, see Specifying Action Plan Progress Rate.
So that a reminder e-mail can be automatically sent the action plan responsible user, you can connect a Steering Calendar to the action plan. For more details, see Using Steering Calendars.
Specifying Action Plan Progress Rate
Reports are offered to follow up expected and effective progression of one or more action plans. See Action Plan Reports.
The action plan progress rate can be specified if the action plan is in the status "In progress", that is it has been validated by the “Approver”.
To indicate progress rate of an action plan:
1. Open the action plan propery pages and expand the Progress History section.
2. In the Progress Update section, click New.
The Progress Update creation page appears.
3. Specify the Name of the progress update.
4. Specify the Progress (Percentage) and add a Comment, if required.
5. Verify the Progress Date.
6. Select the Progress Evaluation.
• “In time”
• “Late”
7. Click OK.
The progress update appears in the list.
Using Steering Calendars
A steering calendar enables performing recurring actions at predefined due dates. It can be used for example for sending recurrent reminders to the action plan responsibles so that they can indicate progress of this element. A steering Calendar can also be used to automatically trigger assessment Assessment Sessions at regular intervals. You can connect a Steering Calendar to the action plan so that the action plan responsible user can indicate a progress percentage at dates defined in this calendar. A message is sent to the user on these dates.
For more details on managing steering calendars, see HOPEX Customization (Windows) > Customizing Steering Calendars.To create a steering calendar for an action plan:
1. Open the properties of an action plan.
2. In the Steering Calendar field, specify the steering calendar provided as standard or your own customized steering calendar.