Show/Hide Toolbars

Release Notes

Unification of the SE Action Plan component menus

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.

 

Menu unification

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 arrowrgray Action type

Configuration arrowrgray Action plan type

Configuration arrowrgray Category

Configuration arrowrgray Maintenance arrowrgray Action plan

Configuration arrowrgray Maintenance arrowrgray Action

Configuration arrowrgray Maintenance arrowrgray Actions and plans

Management arrowrgray Action tracking

Management arrowrgray Action plan tracking

Management arrowrgray Tracking

Management arrowrgray Action deletion

Management arrowrgray Action plan deletion

Management arrowrgray Deletion

Management arrowrgray Action planning

Management arrowrgray Action plan planning

Management arrowrgray Planning

View arrowrgray Action

View arrowrgray Action plan

View arrowrgray Actions and plans

 

View and Management menus up to version 2.0.5

View and Management menus up to version 2.0.5

 

View and Management menus from version 2.0.6

View and Management menus from version 2.0.6

 

Type unification

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:

 

actionplan_206-03

Type up to version 2.0.5

actionplan_206-04

Category from version 2.0.6

 

Single view

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.

 

actionplan_206-05_zoom50

 

For greater agility and dynamics, we recommend using saved searches, both individual and public, along with filters and constants.

 

Advanced filters

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.

 

Multi-object management

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.

 

Task unification

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 arrowrgray Action tracking

Tracking arrowrgray Action plan tracking

Tracking arrowrgray Tracking

Execution arrowrgray Action execution approval

Execution arrowrgray Action verification

Execution arrowrgray Action planning approval

Execution arrowrgray Action plan planning approval

Execution arrowrgray Planning approval

Execution arrowrgray Action planning

Execution arrowrgray Action plan planning

Execution arrowrgray Planning

 

Portal elements

The current elements and portals remain separated and unmodified.

 

actionplan_206-06_zoom50