SoftExpert Action Plan
Configuring and Operating the system [2.0]
This course was developed to present the necessary steps and configurations with the goal of improving the planning,
the execution and monitoring of the action plan activities. Throughout the course we’ll see how to plan and track action plan
records and finally we’ll see how to view the Action Plans.
Upon completing this course, the student will be able to:
- Configure specific information of the activities;
- Configure Action Plan Actions and its structure;
- Manage Tasks;
- Manage Action Plans;
- Use the most important view screens of the module.
This course is destined to the users responsible for the configuration, operation and management of the
action plans of the organization.
- Action and action plan management
- Category configuration
- Action plan planning
- Immediate action
- Action plan tracking and approval
- Action execution and approval
- Effectiveness verification
- Views and reports
To take maximum advantage of the course, the participants should have concluded the following courses:
- SoftExpert Suite – Initiating with SoftExpert Excellence Suite;
- SoftExpert Suite – Generic Resources.