Defining Action Plans
To define an action plan:
1. See Accessing Action Plans.
2. Open the properties of the action plan of interest.
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.
• Tags
• 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"
• "Critical"
• 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”
• Description: supplements information on the action plan and its characteristics.
• Steering calendar: enables to define the frequency for progression reminders.
Financial Assertions
• Forecast Cost: estimate of action plan cost expressed in Currency.
• Forecast Cost (Man-Days): estimate in man-days of action plan implementation workload.
• Real Cost
• Real Cost (Man-Days)
Success Factor and Outcomes
In the Success Factors section, you can enter performance indicators enabling to assess action plan completion.
• Key Success Factor: text information on action plan success factors.
• Outcome: information on action plan final success.
• “Unknown”
• “Failed”
• “Succeded”
• Comments on Outcome: 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.
• Planned Begin Date
• 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.