https://action-audit.com/docs/_next/static/chunks/pages/en/user_ma…/action_plans-e33ab03c0217bbf5.js

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A plan will be visible in one of the following situations:"]}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsxs)(i.li,{children:["if the user is the ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/plan_creation#action-plan-owner-vs-person-responsible-for-activities",children:"owner of the action plan"})]}),"\n",(0,t.jsxs)(i.li,{children:["if the user has been assigned as ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/plan_creation#action-plan-owner-vs-person-responsible-for-activities",children:"responsible for completing one of the activities"})]}),"\n",(0,t.jsxs)(i.li,{children:["if the user is a ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/introduction#white-function-bar",children:"contributor in the action plan"})]}),"\n"]}),"\n",(0,t.jsx)(i.h2,{id:n[0].id,children:n[0].value}),"\n",(0,t.jsx)(i.p,{children:"The action plans list consists of tiles representing individual plans. Each tile displays the following information:"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Owner"})," – their name is displayed on a blue field with a person icon"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Number"})," – located in the top-right corner of the tile"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Name"})," – visible in the center"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Work done"})," – a bar representing the percentage of completed work"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Time spent"})," – a bar showing the percentage of time passed from the start date to the due date. If the due date has passed, the bar turns orange and indicates the plan is overdue"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Start and due dates"})," – displayed at the bottom of the tile"]}),"\n"]}),"\n",(0,t.jsx)("div",{style:{width:"50%",marginTop:"30px"},children:(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"Action plans list",src:r})})}),"\n",(0,t.jsx)(x.P,{children:(0,t.jsxs)(i.p,{children:["To easily find the desired action plan, use the ",(0,t.jsx)(i.strong,{children:"magnifying glass icon"})," in the top-right corner.",(0,t.jsx)(i.br,{}),"\n","Next to it, there is also a ",(0,t.jsx)(i.strong,{children:"funnel icon"})," that allows filtering by type, access mode, and plan status."]})}),"\n",(0,t.jsx)(i.h2,{id:n[1].id,children:n[1].value}),"\n",(0,t.jsx)(i.p,{children:"To open a specific action plan, click the tile representing it. The following view will be displayed:"}),"\n",(0,t.jsx)("div",{style:{width:"50%",marginTop:"30px"},children:(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"Action plan",src:o})})}),"\n",(0,t.jsx)(i.p,{children:"This view includes the following elements:"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Number"})}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Title of the action plan"})}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"“Only mine” and “Only not finished” toggles"})," – let you filter to show only the user’s assigned or uncompleted activities"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Individual activities"})," – represented by tiles"]}),"\n"]}),"\n",(0,t.jsx)(i.p,{children:"Each tile representing an activity displays:"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Person responsible for the activity"})}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Activity number"})," – composed of the action plan number and a suffix indicating the activity number"]}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Progress and time spent bars"})}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Start and due dates"})}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Yellow microchip icon"})," – indicates that ",(0,t.jsx)(i.a,{href:"#ai-suggestions",children:"AI suggestions"})," are available for the activity"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Last activity"})," – shows the date of the last change"]}),"\n"]}),"\n",(0,t.jsx)(i.h3,{id:n[2].id,children:n[2].value}),"\n",(0,t.jsx)(i.p,{children:"Settings are available within the action plan view. To access them, click the three dots icon in the top-right corner:"}),"\n",(0,t.jsx)("div",{style:{width:"50%",marginTop:"30px"},children:(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"Action plan settings",src:c})})}),"\n",(0,t.jsx)(i.p,{children:"The settings offer the following options:"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Contributors"})," – allows viewing ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/introduction#white-function-bar",children:"action plan participants"})," and their read/write permissions. Owners, participants with edit rights, or users with the ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/resource_admin/permissions",children:"admin or manager role"})," can also edit participants here"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Comments"}

1)," – enables message exchange to support communication between participants. Each new comment triggers a notification. An ",(0,t.jsx)(i.a,{href:"#escalation",children:"escalation-type"})," comment can also be added to highlight critical issues"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Column layout"})," – allows editing columns in the plan"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Settings"})," – additional plan options such as:","\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.em,{children:"pause execution"})," – disables changes in the action plan"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.em,{children:"archive"})," – available to admins and managers to move the plan to the archive"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.em,{children:"delete"})," – available to admins and managers to delete the action plan"]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Sorting"})," – lets you change the display order"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Show content"})," – lets you ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/activity_view",children:"display hidden content"})]}),"\n"]}),"\n",(0,t.jsx)(i.h3,{id:n[3].id,children:n[3].value}),"\n",(0,t.jsxs)(i.p,{children:["To add a new action plan, use the ",(0,t.jsx)(i.em,{children:"blue plus icon"})," in the bottom-right corner of the screen. Only users with ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/resource_admin/permissions",children:"admin, manager, or initiator roles"})," can do this. After selecting the option, enter the plan’s title, owner, and optionally a description and tags. You can also enable the ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/plan_creation",children:"Set floating dates"})," option."]}),"\n",(0,t.jsx)(i.h3,{id:n[4].id,children:n[4].value}),"\n",(0,t.jsxs)("div",{style:{display:"flex",gap:"10px",marginTop:"30px"},children:[(0,t.jsx)("div",{style:{flex:1},children:(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"Translating activities",placeholder:"blur",src:d})})}),(0,t.jsx)("div",{style:{flex:1},children:(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"Translating action plans",placeholder:"blur",src:h})})})]}),"\n",(0,t.jsx)(i.p,{children:"Three levels of translation are available:"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"single field within an action"})}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"entire action"})}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"whole Action Plan (including its title, description, and all actions)"})}),"\n"]}),"\n",(0,t.jsx)(i.p,{children:"The function aims to facilitate collaboration between people speaking different languages without the need for manual translation of content."}),"\n",(0,t.jsx)(i.h2,{id:n[5].id,children:n[5].value}),"\n",(0,t.jsxs)(i.p,{children:["Action plans consist of tasks called ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/activity_view",children:"activities"}),". The example below is part of a ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/correction_action_plan",children:"corrective action plan"}),".",(0,t.jsx)(i.br,{}),"\n","To view the details of an activity, click its tile. The following screen will appear:"]}),"\n",(0,t.jsx)("div",{style:{width:"50%",marginTop:"30px"},children:(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"Activity view",placeholder:"blur",src:p})})}),"\n",(0,t.jsx)(i.p,{children:"An activity includes the following elements:"}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Activity topic"})}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Activity description"})}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Resolution"})}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Assignee"})}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Start and due date"})," – for the activity"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Progress"})," – a slider showing completion percentage"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Tasks"})," – where you can place subtasks"]}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Add task"})}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Use AI suggestions"})," – ",(0,t.jsx)(i.a,{href:"#ai-suggestions",children:"option to use AI assistance"})]}),"\n",(0,t.jsx)(i.li,{children:(0,t.jsx)(i.strong,{children:"Attachments"})}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Comments"})," – allows communication between responsible persons and the plan owner, including sending ",(0,t.jsx)(i.a,{href:"#escalation",children:"escalations"})]}),"\n"]}),"\n",(0,t.jsxs)(i.p,{children:["To complete an activity, the responsible person must either check off all subtasks or move the progress slider. Then, the plan owner can approve the activity. Approval allows work on ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/plan_creation#dependent-activity",children:"dependent activities"}),". Activities can also be unchecked to require rework."]}),"\n",(0,t.jsx)(i.h3,{id:n[6].id,children:n[6].value}),"\n",(0,t.jsxs)(i.p,{children:["In the comments window, below the message body field, you’ll find the ",(0,t.jsx)(i.strong,{children:"Escalation"})," switch and the ",(0,t.jsx)(i.strong,{children:"Send"})," button:"]}),"\n",(0,t.jsxs)(i.ul,{children:["\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Switch off"})," (default state) - the message will be added as a regular comment"]}),"\n",(0,t.jsxs)(i.li,{children:[(0,t.jsx)(i.strong,{children:"Switch on"})," - the message will be sent as an escalation, and the person responsible for the action will receive a special notification drawing attention to the issue"]}),"\n"]}),"\n",(0,t.jsxs)(i.p,{children:["After enabling the switch, an additional suggestion box appears below the body field, where you can assign one or more people as ",(0,t.jsx)(i.strong,{children:"additional recipients"})," of the message."]}),"\n",(0,t.jsx)(i.p,{children:"To proceed, start typing a name or surname and select a person from the suggested list. Selected recipients can be removed before sending. Assigning additional recipients is optional."}),"\n",(0,t.jsx)(i.h3,{id:n[7].id,children:n[7].value}),"\n",(0,t.jsxs)(i.p,{children:["If the organization has enabled the ",(0,t.jsxs)(i.a,{href:"/en/user_manual/web_platform/settings#organization-settings",children:[(0,t.jsx)(i.em,{children:"AI Auditor"})," support option"]}),", it is possible to use AI suggestions when creating subtasks. Press the ",(0,t.jsx)(i.strong,{children:"Use AI suggestions"})," button, which is available only if no subtasks have been added yet.",(0,t.jsx)(i.br,{}),"\n","The feature analyzes the activity and suggests subtasks to help achieve the goal."]}),"\n",(0,t.jsx)("div",{style:{width:"50%",marginTop:"30px"},children:(0,t.jsx)(i.p,{children:(0,t.jsx)(i.img,{alt:"Activity view",src:g})})}),"\n",(0,t.jsx)(x.P,{type:"info",children:(0,t.jsxs)(i.p,{children:["The ",(0,t.jsx)(i.em,{children:"AI suggestions"})," feature is extremely helpful for quickly creating tasks or when lacking ideas for a complete execution plan. Remember that ",(0,t.jsx)("u",{children:"you can always edit the tasks suggested by AI."})]})}),"\n",(0,t.jsx)(i.h3,{id:n[8].id,children:n[8].value}),"\n",(0,t.jsxs)(i.p,{children:["To add a new activity, do it from within the action plan where it should be placed. This can be done by the plan owner, users with ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/resource_admin/permissions",children:"admin or manager roles"}),", and ",(0,t.jsx)(i.a,{href:"#action-plan-settings",children:"participants with write permission"}),". Click the ",(0,t.jsx)(i.em,{children:"blue plus icon"})," in the bottom-right corner of the screen. Then, select the ",(0,t.jsx)(i.a,{href:"/en/user_manual/web_platform/action_plan/plan_creation#types-of-activities",children:"activity type – parallel or dependent"}

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