Open the Action Plans application

Click on Add Entry to create a new Action Plan with activities

Select the location this action plan relates to. If a necessary specific template is available you can select it by using the Select option. These will be from a pre-built library in Intelex but is an option field.

Select the type of Action from Corrective, Preventive or Containment

Complete the specific action required.

Select a responsible person for this particular action and a start date.

For Type of Review select from Not Required, To be reviewed by Creator or Supervisor.

Select Continue

Click on Add Entry to create a sequence for this action. This can be the priority in which they are to be done

Select the order.

Describe the actual activity for this actions and designate a person responsible.

The Day Allowance refers to how many days the responsible person is given to complete the task

Click Save, Save and Exit or Save and Add Entry if you need to add more actions

All of the individual actions will appear in sequence

Once all the activities have been created you can Execute the Action Plan

Choose Edit to complete any activities

Completion Notes and Date can be filled once the action has been completed.

Click the Activities Completed button. You can also Add Comments

The chosen reviewer of the overall Action Plan with all its associated actions once complete can now be reviewed and closed.

Click on Approve and Close. Alternatively, More Actions can be created at this stage.