Reading time 4 mins + 4 mins and 10 secs video

TABLE OF CONTENTS

• Introduction
• Video Guide: Creating an Action Plan
• Creating an Action Plan
  • Creating a New Action
  • Linking to an Existing Action
  • Completing the Action Plan Step
• FAQs
  • The Action Plan Created icon is not showing.

Introduction

The Action Plan step follows once you have answered all your questions.  If you have answered 'No' to any questions on the audit you must assign an action to help mitigate this.

If you have scored 100% on your audit questions you can move past this step immediately by confirming the 'Action Plan Completed'.

Video Guide: Creating an Action Plan

Creating an Action Plan

• From within your audit, if you have not already done so, select 'Complete Audit' against the first audit step.

• The Action Plan step has now become active.

• Select 'Create action plan' against the second audit step. 

• A list of all the questions where there are areas for improvement is now displayed at the top of the screen.

• At the bottom of the screen, you will see all the current outstanding actions for the location where the audit took place at. 

• You now need to create an action for each of the questions listed in the Areas for Improvement section at the top of the screen. It may be that a single action will cover more than one question listed, or you may need to create a separate action per requirement. 

• You can either create a new action or link your question to one of the existing actions displayed in the bottom section of the screen. 

Creating a New Action

• To create your first action, select the question(s) that the first action will cover using the check box on the right-hand side and click Create new action plan.

Enter the details for the action:

• Person Responsible - this is the person the action will be assigned to
• Email notification - if you select Yes the user will be emailed to advise they have been assigned this action
• Priority - you can filter actions using the priority status
• Due date - the action must be completed by this date
• Details of Action - this is where you need to put what the action entails, what needs to be done
• Tags (optional) - You can filter your actions by using tags. Simply select from the drop-down list, or type a new tag if the one you need is not available. Please note, any tags you create will be available for all users in the system to select moving forward, so please check with your System Administrator before creating new tags.
• Attachments (optional) - if you would like to upload a document relating to the action you can do so

• Once you are happy with the information you have entered, click Complete.

• You will now be taken back to the 'Areas for Improvement' screen. Repeat the same steps to create new actions. You can create more than one action against a single question if required. 

• Once actions have been created against a question, we can see the action code listed on the right-hand side of the question. 

Linking to an Existing Action

• You may wish to link your failed audit question to an existing action, rather than creating a new and potentially duplicate action. To do this, select the question you wish to link to an existing action from the top Areas for Improvement screen.

• Select the action that you wish to link to the audit question by checking the box on the right-hand side of the action.  Select 'Link to selected item'.

Completing the Action Plan Step

• Once actions have been created for all questions where improvements were required, you can now complete the action plan step of your audit.

• Select 'Summary' to go back to your audit.

• You will now notice that the Action plan created button is displayed. Select this to complete the action plan step of your audit.

FAQs

The Action Plan Created icon is not showing.

• If the Action plan created button is not appearing for you, you have not created an action against each of your evidence questions in the Areas for Improvement screen. In this case, click back on Create action plan and follow the steps above to create the actions.