Create an action plan

Transform results of a completed evaluation into followable actions.

An action plan organizes improvements linked to the controls of a completed assessment. "Assessment" is the name used in the interface for an evaluation; "Kanban" is the visual board that organizes actions by step.

What you will do

You will create a plan from a completed assessment, define execution waves and follow up on actions in the plan's Kanban.

Who can do this

Users with access to the GRC module and the New plan action in the active organization.

Before you start

Confirm that the correct organization is active.
Have an active assessment with status Completed. Only eligible assessments appear as the source of the plan.
Define a title, the number of waves and the duration of each wave in months.
Identify the controls that need action and, when applicable, the available responsible persons in the organization.

Menu path

In the main menu, select GRC → Action plans.

Steps

Select New plan.
Enter Title and, if necessary, Description.
Define Number of waves and Months per wave. Each value must be at least one.
In Origin Assessment, search and select the completed assessment that supports the plan.
Select Create plan and wait for the confirmation Plan created.
Open the plan through the Open plan option to access your Kanban.
Select Add action in the desired step.
Enter the action title, choose the wave and select a Responsible when there is an eligible person. The interface allows you to keep the action Without responsible.
Link at least one assessment control and define the Objective score using the displayed scale.
Save the action. During execution, move it to the appropriate stage or use Change action completion status when the work is completed.
Track Conclusion, the number of completed tasks and the no action controls on the card or Kanban.
To remove an action created by mistake, open your options in Kanban, select Delete action, check the confirmation and proceed only after verifying the linked controls.

Expected result

The plan becomes Active and linked to the source assessment. Kanban shows the actions, their controls, responsible people when defined and the progress step by step. The completion and control indicators without action allow you to track progress and plan coverage.

Common problems

Situation	What to do
No assessment appears as the source	Confirm if there is an active assessment with status Completed in the current organization.
Create plan is disabled	Fill in the title, select an eligible assessment and use values equal to or greater than one for the number and duration of waves.
There is no person to select in Responsible	The screen allows you to create the No responsible action. Confirm later which people are eligible in the organization before assigning.
There are no controls available to link	Confirm the source assessment and if the controls are no longer linked to other actions of the same plan.
The plan continues with no action controls	Open the Kanban and create actions linked to the controls that have not yet been covered.
New plan or the menu does not appear	Check your profile, the active organization, the associated invitations and the availability of the GRC module, in that order.