Table of Contents

What is an Action Plan

Who is an Action Plan Assignee

How to set up Default Assignee

What is Default Assignee

How to set up Approval Required workflow

What is Approval Required?

Related articles

What is an Action Plan?

Actions Plans are set up as part of the audit process to assign any findings to an individual from your team or an external team to perform an action.

Who is an Action Plan Assignee?

An action plan assignee is a person assigned the action plans for execution and to create ownership. The person's account is created using a name and email address.

You will have the option to enter their department and select Approval Required or Default Assignee.

Important: You must have created a Company/Dept folder before you can set up Approval Required or Default Assignee. If you have not yet completed this step, click Creating a company/department to begin.

How to set up Default Assignee

Step 1: Log in to the admin portal: https://admin.goaudits.com/ on a Desktop. Under Setup, click on Company/Dept.

Step 2: Select a Company/Dept folder, click the 3 dots, select Edit.

Step 3: Click on Add Assignee

Step4: Enter the Action Plan Assignees Name, Email Address, (Department is optional), Click the Default Assignee box. Click Save

What is Default Assignee

This automatically selects the assignee by default when creating the action task on the app. *Only one person can be selected as a Default Assignee. The screenshot below displays the default person on the mobile app.

How to set up Approval Required

Step 1: From the main menu, select a Company/Dept folder, click the 3 dots, select Edit.

Step 3: Click on Add Assignee

Step 4: Enter the Action Plan Assignees Name, Email Address, (Department is optional), Click the Approval Required box. Click Save

What is Approval Required?

This will enable the workflow - used when an additional member will receive an email from the action plan assignees, and the approver will need to approve or reject, the action plan task.

The screenshot below is a sample of the Action Plan Assignees task. It displays the assignee will include their comments, photos, and will submit for approval to the Approver.

The Approver will receive an email for them to review the information and either Approve or Reject the completion of the task.

Related articles:

About Analytics Action Plans

How to Carry Out Action Plan as an Assignee

How to add an action plan assignee

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