How to set up and activate an Action Plan?

Now in Andy, from the Audit tool, it is possible to activate an action plan that acts on the "Non-conformities" directly, visualizing them and easily through the toolAction Plan, available both atControl Panelas in theAndyApp. In this way, the user can manage "Non-conformities" and configure Action Plan templates from the Control Panel.

In order to generate an action plan from an audit, access to theControl Paneland click onConfiguration>Templates>Action Plan.

Once inside, tap on

. This is where the items that make up the template are configured, below is an example of a basic action plan:

Once set up, tap on

In order for the action plan to be activated, it is necessary to configure the item in the Audit template correctly. This would be an example of item setting up for the basic action plan if the answer is to be activated if the answer isNo:

Once inAndy APPAudits need to be accessed, click on the relevant audit and create it

(or click on one in progress). In the event that answering the previously configured condition is fulfilled, Andy suggests:

In the case of clicking onCreatethe relevant action plan is agreed to complete.

Here you can track the action plans corresponding to the audit in question.

Ready! Now you may be interested inHow do I set up Alerts with Andy?

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