Action plans
Set up and manage action plans.
By Donna1 author12 articles
- Create a new ActionIn this article we explain how to add new actions to an Action Plan.
- Change the status of an ActionIn this article, we show you how to update an action’s status quickly and easily.
- Locate action plans using filtersIn this article, we explain how to quickly filter and find actions using the built-in filters on the Action Plan screen.
- Use flags to organise and filter Action PlansIn this article, we explain what flags are used for and how to apply them.
- Can an action be linked to an audit?In this article, we explain if an action can be linked to an audit.
- See who gets action emails and how they're sentFind out how action emails work, who gets them, and how to manage update requests and overdue reminders.
- Enable action plan visibilityI this article, we help you identify why a user might not be able to see action plans.
Troubleshooting
Guides to help with action plan errors.
- Action owner or responsible user fields not visible manage actions form.In this article, we explain how to make the Action Owner and Action Responsible fields visible in the Manage Actions form.
- Unable to assign employee to an actionIn this article, we explain why you're unable to assign an employee to an action and how to overcome this.
- Unable to create action plansIn this article, we explain how to update user role permissions in order to create action plans.
- Action owner filter not returning any resultsIn this article, we explain what to do if no results are showing for the owner filter in actions.
- Unexpected actions appearing in the action plan listIn this article, we explain why actions from a different location are showing, even when filters are applied, and how to overcome this.