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 History 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 History 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 history:

  • 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 plan action history:

  • 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 history:

  • 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 history of actions taken prior to this update will not be available.

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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