Action Plan - Project Management System

After completing an Assessment, the compliant and deficient Items and Answers are available in various views. The Action Plan is a view that highlights known problems in your organization and gives you the ability to get at-a-glance information for cost and criticality.

Here is a sample of what the Action Plan could look like after completing multiple assessments:

Open

Note: this view only shows deficient Answers and their related Items. If you want to see compliant Items and/or Answers, you should visit the views for Inspection Questionnaire Items or Physical Inspection Items, that are contained within the Items by Status dashboard. The dashboard will allow for a more detailed breakdown of deficiencies/compliance per site. From the Items by Status dashboard, you will be able to:

• Review specific deficiencies within items

• Create, track, and close tasks

• Re-assess questions that were answered during assessments,

• Accept risk for certain deficiencies.

All of these capabilities and how to take advantage of them are outlined in the following articles:

• Creating Tasks for Remediation

• Tracking and Closing Tasks for Remediation

Permissions

You must be an Organization Admin, or Location Manager to see the Action Plan view.