Ensuring Action Plan Follow-up
Action plan progress is specified at periodic dates by the action plan responsible user. For more details, see Specifying Action Plan Progress Update.
So that a reminder e-mail can be automatically sent to 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 Update
The action plan progress rate can be specified if the action plan is in the status "In progress", that is it has been validated.
To indicate progress for an action plan:
1. Open the properties of the action plan and expand the Progress History section.
2. In the Progress Update section, click New.
The Creation of Progress Update page appears.
3. Specify the Progress (Percentage) and add a Description, if required.
4. Verify the Progress Date.
5. Specify the Progress Evaluation.
• On Time
• Late
6. Click OK.
The progress update appears in the list.
Using Steering Calendars
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 Platform Customization (Windows) - Customizing Steering calendars.To connect a steering calendar for an action plan:
1. Open the properties of an action plan.
2. In the Characteristics section, click the arrow at the right of the Steering Calendar field.
3. Select a steering calendar.
There is a default steering calendar for action plans but you may choose your own customized steering calendar.