Cohesively managing all of a company’s tasks and business action plan is a critical element for success, since it ensures that the true status of your projects and processes will be visible.

That is why in SoftExpert Suite release 2.0.16, a action plan timeline is available to users, making it even clearer to monitor how Business Action Plan is evolving:

business action plan

Structurally, this functionality resembles the “timeline” shown on social networks, showing activities performed and events occurred in a linear fashion, while also allowing comments to be made.

Comments timeline
You can add comments to each event. This allows users to make additional observations in relation to a specific decision

The action plan timeline feature is available for Business Action Plan, Action Execution, and Isolated Action, and allows you to track the following types of events:

Business Action Plan

Below are all the events recorded in the action plan timeline

  • Creating the plan
  • Action inserted in the plan
  • Changing plan status
  • Cancellation / reactivation of the plan
  • Planned date change in plan actions
  • Change of the person responsible for carrying out the actions in the plan (“Who?” Field)
  • Exclusion of plan actions
  • Cancellation / reactivation of plan actions
  • Approval / disapproval of the plan actions verification
  • Planning plan approval / disapproval
  • Approval / disapproval of the plan effectiveness verification
  • Change the status of business plan action (approval / disapproval of action verification and action completed)

Plan execution

Below are all the events recorded in the action plan timeline:

  • Action creation
  • Change of the business planned action date
  • Change of the person responsible for carrying out the action (“Who?” Field)
  • Change of action status (all statuses)
  • Cancellation / reactivation of action
  • Action verification approval / disapproval

Isolated action

Below are all the events recorded in the isolated action plan timeline:

  • Creating the isolated action
  • Change of isolated action status (all statuses)
  • Cancellation / reactivation of isolated action
  • Planned date change in isolated action
  • Change of the person responsible for carrying out the isolated action (“Who?”)
  • Approval / Failure of Isolated Action Planning
  • Approval / disapproval of the efficacy check of the isolated action

Important: The action plan, plan action, and isolated action records will be created starting with update v2.0.16, i.e. the “action plan timeline” taken prior to this update will not be available.

Action plan examples

Action plans provides goals that can be broken down into action steps that can be assigned to departments, teams or individuals with its priority and completion status for tracking purpose. The action plan examples below show the possibilities of control to assure the correct execution of the plan:

from ISO 5001 issues:

best action plan examples

to Surgery kits creation

example of action plan

Thence forward, this examples show all mix of activities and steps that can be enhanced by the new functions exploit in the SoftExpert Suite Action Plan component feature, know more by clicking on the button below.

Find out more about SoftExpert Action Plan

Raphael Gonçalves Arias

Author

Raphael Gonçalves Arias

Product Marketing Analyst at SoftExpert, Raphael Arias has more than 8 years of experience in IT industry. He worked in consulting and implementation of SaaS solutions in logistics and risk management companies. Is graduated in Information Technology and MBA in Marketing.

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