Action Plans
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Overview
The Action Plans tool helps ensure that your unique company and project-specific requirements are clearly defined, centralised, and organised. Action plans allow users to create plans outlining critical milestones that represent the standards of quality for their defined scopes of work. Action plans can also help users maintain a high degree of accountability by preserving records of work completed and documenting the approval from responsible parties for that completed work.
- Perform an Action Plan on web and mobile iOS or Android
- Enable blocking functionality and require a signature
- Select a verification method to ensure the responsible party can verify an items completion
- Create Action Plan templates to establish standards for your quality process and serve as starting points for your projects and your team can modify as needed to meet each project's unique needs
- Streamline processes such as Inspections & Test Plans (ITPs), quality assurance plans, concrete pour plans, project startup plans, safety plans, and more.
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- Add Assignees to Published Plans
- Add Records to Action Plan Items
- Add a Multi-Tiered Location to an Item
- Approve an Action Plan to be Performed
- Configure Action Plans Notification Settings
- Copy Action Plan Items and Sections
- Create a Custom Report for Action Plans
- Create an Action Plan
- Create and Edit a Project Level Action Plan Template
- Delete a Project Level Action Plan Template
- Delete an Action Plan
- Edit an Action Plan
- Enable the Action Plans Tool
- Export Action Plan to a PDF
- Perform an Action Plan
- Remove Records from Action Plan Items
- Request Records on Published Plans
- Retrieve a Deleted Project Level Action Plan Template
- Retrieve an Action Plan from the Recycle Bin
- Search and Filter Action Plan Items
- Search and Filter Action Plans
- Sign a Completed Action Plan
- Sign an Action Plan Item
- Update the Status of an Action Plan
- View an Action Plan
- Add Notes to an Action Plan Item (iOS)
- Add Records to Action Plan Items (iOS)
- Approve an Action Plan to be Performed (iOS)
- Perform an Action Plan (iOS)
- Remove Records from Action Plan Items (iOS)
- Request Records on Published Plans (iOS)
- Search and Filter Action Plan Items (iOS)
- Search and Filter Action Plans (iOS)
- Sign a Completed Action Plan (iOS)
- Sign an Action Plan Item (iOS)
- View an Action Plan (iOS)
- Add Notes to an Action Plan Item (Android)
- Add Records to Action Plan Items (Android)
- Approve an Action Plan to be Performed (Android)
- Perform an Action Plan (Android)
- Remove Records from Action Plan Items (Android)
- Request Records on Published Plans (Android)
- Search and Filter Action Plan Items (Android)
- Search and Filter Action Plans (Android)
- Sign a Completed Action Plan (Android)
- Sign an Action Plan Item (Android)
- View an Action Plan (Android)