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Perform an Action Plan

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Objective

To perform an action plan that was created and published in the project's Action Plans tool.

Things to Consider

  • Required User Permissions
  • The action plan cannot be performed while it is in 'Edit' mode.
  • To see references and to add requested records, users must have permissions to view the item(s) in the respective tool(s).
  • An item's due date can be modified or removed by a user with 'Admin' level permissions to the Action Plans tool while performing the action plan 

Steps

  1. Navigate to the project's Action Plans tool.
  2. Click View next to the action plan you want to perform.
    Note: If the 'View' button is not clickable, the action plan is in 'Edit' mode and can only be accessed by users with 'Admin' level permissions on the project's Action Plans tool.
  3. Review the sections and items.
    Note: Some sections and items may be unavailable to complete if one or more other items were added with 'Blocking Functionality'. See What is 'Blocking Functionality' in an action plan?
  4. Set the status for individual items (Open, In Progress, Delayed, Closed)
    Note: Items marked as 'Closed' update the progress bar in the 'General Information' section.
  5. View the 'References'.
  6. Optional: Under the 'Due Date' column, change or remove the due date for the items.
    Note: If you update the date of one item, you can select to update the dates of all subsequent items in the same section by the same number of working days.
  7. Under the 'Assignees' column, sign completed action plan items.
  8. Optional: Add additional assignees to action plan items.
  9. Under the 'Records' column, add requested records.
  10. Under the 'Notes' column, add or edit notes.