Action Plans

Overview

Action Plans are typically used 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.

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 Industrial / Land Development 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

Objectives

Create a project Action Plan
Assign responsibilities
Perform checks
Attach records

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 when establishing project Action Plans:

Action Plans should be created and managed by the Development Manager.
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.
Fletcher Industrial Development’s Action Plan templates are controlled at Company level and cant be cloned – Project level templates can be created for ease of replication.

Guide

Detailed Steps	Support Link
From the Project Management menu, select Action Plans then click Create and select the required ITP template. Review the template content and modify as necessary to suit the specifics of the project. Sections and Items can be added, deleted and moved around. When making these changes, consider the blocking functionality that has been applied to the template. This can be seen by hovering over the * in the Assignee column. Add Assignees and Due Dates to each item.	Create Action Plan
Once the content and controls are finalised, Publish the Action Plan and have it approved by the Action Plan Approver – This would typically be the Business Unit Manager (if required).	Approve Action Plan
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. Linked Inspections can be created from the Action Plan item or directly from the Inspections tool.	Perform Action Plan
Once all items are signed, complete the Action Plan.	Sign Completed Action Plan