View Action Plans

View action plans and supporting documentation for any of the action plan areas via the Action Plans tab contained on the select form (i.e. Documentation, Risk Matrix, Objective, Risk, Control, Checklist, Incident, Impact, Indicator Measurement, Risk Event Category, Work Paper, Audit). Users can also view action plans through the Action Items list. See Action Items for additional information.

Via the Action Items List

1. Expand the Favorites and Action Items tab in the left navigation pane.
2. Expand Action Items.
3. Expand Action Plans.
4. Click one of the following options:
   • Resolve action plans
   • Review action plans
5. Click the action plan name to view the details.

Via the Action Plans tab (located on each object)

1. Go the appropriate form (i.e. Documentation form, Risk Matrix form, Objective form, Risk form, Control form, Checklist form, Risk Event Category form, Incident form, Impact form, work paper, audit).
2. Click the Action Plans tab.

   Note: A list of action plans associated with the object are displayed including name, type, status, criticality, resolution assignment and due date.

3. Click the action plan name to view the details.

Via the Indicator Measurement Form

1. Access the indicator measurement area from a specific indicator.

   Note: See Indicators for more information on indicators and indicator measurements

2. Click the indicator definition name in the Indicator Measurement Search List for the indicator where you wish to view measurements.
3. In the Measurement section, click the measurement ID for the measurement where you wish to view action plans.
4. Click the action plan name in the Action Plans section to view the details