Prerequisites

• Access to the Configuration > Maintenance > Actions and plans (PL025) menu.

Introduction

The system allows users to edit the information of action plans or isolated actions, regardless of their status. This feature is essential to correct, update, or complement information during the execution of a plan or action, ensuring that its data reflect the reality of the operation.

The operations that can be performed include record deletion, editing, cancellation, and reactivation.

Through the Actions and plans (PL001) menu, it is also possible to cancel or reactivate both actions and plans. Access the Cancelling or reactivating records and learn more about this operation.

See how to proceed below:

Editing SoftExpert Action plan records

1. Access the Configuration > Maintenance > Actions and plans (PL025) menu.

2. Select the desired record and click on the button.

3. On the screen that will open, use the available tabs and fields to edit the desired information.

4. After making the changes, click on the Save and exit button to confirm them.

Deleting SoftExpert Action plan records

1. Access the Configuration > Maintenance > Actions and plans (PL025) menu.

2. Select the desired record and click on the button.

3. On the screen that will open, provide an explanation for cancelling or reactivating the record.

4. Click on the button.

Cancelling or reactivating action plans or isolated actions

1. Access the Configuration > Maintenance > Actions and plans (PL025) menu.

2. Select the desired record.

3. From the toolbar, click on the More button and select the option.

4. On the screen that will open, provide an explanation for cancelling or reactivating the record.

5. Click on the button.

Conclusion

Thus, it is possible to use the action and plan maintenance menu to perform essential operations on the records, keeping their information up-to-date and relevant.