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 Rate.
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 Rate
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 Rate section, click New.
The Progress Rate creation page appears.
3. Specify the Name of the progress rate.
4. Specify the Progress (Percentage) and add a Comment, if required.
5. Verify the Progress Date.
6. Specify the Progress Evaluation.
• On Time
• Late
7. Click OK.
The progress rate 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 the technical article HOPEX Power Studio - Steering calendar.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. For details on scheduler configuration, see HOPEX Customization (Windows) > Customizing Steering Calendars.