Planning an isolated action from a template
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Prerequisites
- Access to the File > Template (PL002) menu.
- Access to the Actions and plans (PL001) menu.
Introduction
An isolated action is the record of a necessary action not grouped in an action plan, used to solve specific problems or achieve specific targets.
A template is a previously planned structure meant to be used in the creation of isolated actions. Thus, it is possible to create them after configuring the structure only once, which also works to standardize actions with similar purposes.
The isolated action template used for this example will be applied to create equipment maintenance operational actions, usually needed for engineering solutions.
Creating a template
- In the Responsible for execution (Who?) and Team fields, only users who have access to the Actions and plans (PL001) menu will be available for selection. If no responsible parties are selected, the action execution will be assigned to the logged user.
- By enabling the External user option, it is possible to select an external user registered in the system to be responsible for executing the isolated actions of this template.
- In the Responsible for the action field, only users who have access to the Actions and plans (PL001) menu will be available for selection. If no responsible parties are selected, the action tracking will be assigned to the logged user.
Complementary resources
In addition to configuring the general data tab, it is also possible to use the resources in the other tabs:
Security tab
In this tab, it is possible to configure a security list for the template.
Refer to the Configuring the security in the category article to learn how to perform this operation. The steps described in that article are valid for this tab from 5 onwards.
Attachment tab
The Attachment tab allows for adding attachments related to the isolated action that will be created from this template.
Files added through this tab can be deleted, downloaded, edited, or viewed later, without the need to access other menus. To do so, the user must have the proper permissions.
Associations tab
In Associations, it is possible to relate documents from SoftExpert Document and indicators from SoftExpert Performance to the isolated action.
To do this, in the Associations tab, simply click on the Associate button and, on the screen that will be opened, define the association type (document or indicator) and the object of the association.
If you wish, it will also be possible to create a document or indicator directly from the association screen of the isolated action. In this way, the new document or indicator will be created already associated with the action.
Configurations tab
This tab is used to configure the timesheet of the isolated actions that will be created from this template.
Refer to the Configuring the timesheet in the category article to learn how to perform this operation. The steps described in that article are valid for this tab from 4 onwards.
Creating an isolated action
1. After creating the isolated action template as desired, access the Actions and plans (PL001) menu.
2. Expand the 
button and select the Add isolated action from a template option.
3. On the screen that will be opened, select the created template.
4. In this way, the isolated action will be created with all data from the template.
Conclusion
In the case of our example, it is now possible to create all isolated actions set for equipment maintenance operations from a template.