Action Plans
Actions Plans
Overview
Fletcher Industrial Development uses Action Plans to manage complex and controlled approval workflows, involving multiple hold points, record verifications and signoffs.
The Action Plans tool links with the Inspections tool and Observations tool to create traceability:
-
Action Plans – High level control points, verifications, records/photos, signoffs:
-
Linked Inspections – Detailed verification criteria, site-based checklists:
-
Linked Observations – Action items, NCR’s etc. resulting from failed Inspection items.
-
-
Responsibilities
Project Action Plans shall be managed by Fletcher Industrial Development with the following general delineation of functions:
Fletcher Industrial Development
-
Create Project-level Action Plans
-
Nominate Item Assignees and Due Dates
-
Act as Action Plan Approver
Contractor
-
Perform Assigned Action Plan Items and linked Inspections
-
Add Verification Records and Notes
Templates
The following Action Plan Templates have been created for use at project level. The Fletcher Development Manager will be responsible for creating and managing the project specific Action Plans - Consultants and Contractors will be required to participate Action Plan items when assigned as such.
|
Fletcher Action Plan Templates |
Usage Frequency |
|---|---|
|
Feasibility Workflow |
Per Project |
|
Resource Consent (RC) Application (LD) / (Industrial) |
Per Resource Consent |
|
Engineering Plan Approval (EPA) Action Items |
Per Engineering Plan Approval |
|
Building Consent (BC) Conditions Action Items |
Per Building Consent |
|
Contractor's Monthly Submissions |
Per Month (during contract works) |
|
Code Compliance Certificate (CCC) Document Submissions (Industrial) |
Per Building Consent |
|
Engineering Approval Completion Certificate (EACC) Application |
Per Engineering Plan Approval |
|
Resource Consent Completion (s224c) Application |
Per Resource Consent |
Things to Consider
Action Plans allow “blocking functionality” on each item - Signatures from an item's assignees can either be required before all remaining items in the same section can be completed or before all items in all remaining sections can be completed.
By blocking items in the same section only, assignees to items in different sections can complete their work in parallel with each other. Using this blocking functionality can help ensure all action plan items are completed in the correct order, as necessary.
Other items that should be considered with project Action Plans:
-
As an Action Plan is performed progressively throughout a phase of work, the Action Plan can be opened, updated progressively and closed when completed.
-
Multiple parties can physically sign an Action Plan on one central device. It is not necessary for the signing party to use their own device.
Guide
|
Detailed Steps |
Support Links |
|---|---|
|
Perform the Action Plan by checking the necessary items, having Assignees sign as confirmation and adding all necessary attachments and photos. Action Plans can also link to embedded Inspections that are used to perform bulk checks in the field. Linked Inspections can be created from the Action Plan item or directly from the Inspections tool. |
|
|
Once all items are signed, complete the Action Plan. |