Starting an Action Plan


An Action Plan cannot be started on its own, it has to be started from a process such as CAPA, Change Management or Incidents.

Here is an example of how to start an Action Plan from Change Management.


Step 1: Start a Change Management Process



Step 2: Navigate to the Action tab


Step 3: Check Actions Required? 



Step 4: Click PLAN ACTIONS 



Step 5. Complete the Action plan details. Click START ALL ACTIONS or route the Change Form to Implement for the actions to be started automatically.