Approving the planning of action plans and isolated actions
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Prerequisites
- Access to the Task center.
- Action plan or isolated action planning already closed.
Introduction
The planning of an action plan or isolated action is approved through the execution of a task.
This task is generated only if the record has approval configured in the category used.
From SoftExpert Action plan version 3.0.0, tasks can be executed and tracked via the new Task center.
Task details
| Who receives it | Users who compose the route responsible for approving the planning of the action plan or isolated action. |
| When | The planning of the action plan or of the isolated action is finished. |
| Purpose | Approve the planning of an action plan or an isolated action. |
This task can also be executed through the button available in the notification e-mail related to it.
Approving planning
1. Access the Task center > Action plan > Planning approval menu.
2. On the list that will be displayed, select the desired action plan.
3. Click on the 
button.
4. On the screen that will be opened, inspect the information.
5. Then, click on the Approve button.
6. On the screen that will be opened, leave a comment regarding the verification.
7. To finish, click on the Approve button again.
After the planning is approved, the Action execution task will be generated for the users responsible for executing the plan actions. They can be tracked through the task or the Actions and plans (PL001) menu.
Conclusion
Thus, the responsible parties can put into practice what has been planned and achieve a given objective by executing the actions that have been planned and approved.