From this version, the action plan and isolated action objects have been unified. The objective of this initiative is to simplify interactions, improving the user experience from configuration to execution, reducing the number of screens and making operations simpler, in addition to making the component more action-oriented, the plan being simply a grouping tool, i.e., a set of actions with a defined objective.
With this unification, the menus referring to specific steps of isolated actions and action plan actions are now integrated in a single menu, as follows:
Up to 2.0.5 |
From 2.0.6 |
Configuration Action type Configuration Action plan type |
Configuration Category |
Configuration Maintenance Action plan Configuration Maintenance Action |
Configuration Maintenance Actions and plans |
Management Action tracking Management Action plan tracking |
Management Tracking |
Management Action deletion Management Action plan deletion |
Management Deletion |
Management Action planning Management Action plan planning |
Management Planning |
View Action View Action plan |
View Actions and plans |
The whole structure existent in the action type and in the action plan type were automatically incorporated into the Category menu, with no harm to the configurations and rules there defined, according to the example below:
Type up to version 2.0.5
Category from version 2.0.6
To view an isolated action, a plan action, or the plan only, it will no longer be necessary to go to different menus. Now, in the unified view “Actions and plans (PL011)”, three visions are available. They are: Action plans, Actions, and Actions and plans.
For greater agility and dynamics, we recommend using saved searches, both individual and public, along with filters and constants. |
The “General” option was created to replace the specific filters for actions and plans. Use this section to locate the desired records with more precision. It is also possible to use the “Search in” option.
Aiming at an easy and intuitive management, the controls and actions of the planning, tracking, and deletion steps have been improved to support multi-objects, such as action plan creation, isolated action addition, editing, deleting, etc.
With this unification, tasks referring to specific steps of isolated actions and action plans are now integrated in a single task, as follows:
Up to 2.0.5 |
From 2.0.6 |
Tracking Action tracking Tracking Action plan tracking |
Tracking Tracking |
Execution Action execution approval |
Execution Action verification |
Execution Action planning approval Execution Action plan planning approval |
Execution Planning approval |
Execution Action planning Execution Action plan planning |
Execution Planning |
The current elements and portals remain separated and unmodified.