Plannings and objectives

The objective plannings are the monitoring calendar that allows managing the objectives defined for a specific period. This page describes the complete workflow: creating the planning, the objectives, their measures, deviations, and monitoring.

How to create an objective planning

1. Go to Management Systems → Objective Plannings and click New.
2. Fill in at least the mandatory data marked with an asterisk.
3. Include the objectives planned for this scheduling from the Objectives tab.

Note

• In the scope field, it is enough to fill in at least one of the available scopes.
• From the Reports tab, you can consult the Objective Planning report.
• From the Attachments tab, you can add documents to expand the information.

How to create an objective

1. From Management Systems → Objective Plannings, enter a planning.
2. In the Objectives tab, click New.
3. Fill in the general data of the objective (fields with an asterisk are mandatory).
4. Expand the information in the available tabs:
   • Measures: create and link preventive measures to the objective.
   • Monitoring: view the planning and responsibility of the objective.
   • Attachments: add documents to expand the information.
   • Employees with special permission: link employees with read or write permission. It is recommended to indicate the reason for access.

Note

In the SmartStatus tab, you will see the automatic alerts that the system generates when detecting problems or pending actions.

How to create a measure associated with an objective

Measures associated with an objective have a particularity: they allow recording deviations and creating corrective measures on those deviations.

1. From the objective detail screen, go to the Measures tab and click New.
2. Fill in the general data (fields with an asterisk mandatory; at least one scope).
3. Expand the information in the corresponding tabs.

How to record a deviation and its corrective measure

1. From the measure detail screen, enter the Deviations tab and click New.
2. Fill in the general data (fields with an asterisk mandatory).
3. Enter the Deviation Measures tab and click New to record the corrective measure.

Tip

In the Deviation Measures the field Original Measure appears, which creates the traceability between all measures: original, deviation, and corrective.

How to monitor an objective

1. Access the Monitoring tab of the objective.
2. Fill in the fields as needed.

Automatic date calculation

The Scheduled monitoring date field is automatically calculated from:

• The Start date + Monitoring frequency + Interval.
• Alternatively, after entering the Actual monitoring date, the system recalculates the next scheduled date using the frequency indicated in the objective detail screen.

How to generate a report of an objective planning

1. Go to Management Systems → Objective Plannings and select the planning whose report you want to generate.
2. Click the Generate report button.
3. Choose the Objective Planning template.
4. Click Accept.

Source: M-SO-19-04-02 «Management Systems User Manual», version v.2, 08/04/2020.