Typing into the Intelex App search bar will display the Application for Action Plans.

Selecting the Standalone Action Plans tab you begin by clicking on Add Entry.

Complete all fields including the Type of Action. You can select Type of Review if a review of actions taken is necessary. Default is 'Not Required'.

Either Save as Draft if you need to come back to it or Execute Action Plan which will assign to the specified responsible person.

To add completion notes, click on Edit and complete the fields. You can also attach documents to support the completion notes.

Once completed, you can select Action Plan Completed.

This action plan will be displayed in the first tab All Actions Inventory