Create Action Plan and Assign Watchers

Owned by Mike Deskis
Last updated: Sept 05, 2024 by Ioana Kocurova
4 min read

Overview

This section aims at guiding you in creating an Action within an Action Plan, assigning existing Watchers for Dashboard/Datamart revisions. This scenario aims at Action Plans which are Group Actions created by Watchers based on their nature within a specific plan.

You can check this tutorial to learn how to create actions from Dashboards.

To learn how to create an Action Plan, check out this tutorial.

How to Assign Watcher to an Action Plan

After creating Watchers and assignments, the system automatically generates an Action Plan. You can review the Summary tab with created Watchers and respective rules, with the status as Draft. Simply scroll down to view more results under the Summary tab.


1. Click on the Action Group 1 tab.

 

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  1. Use the green/red  symbols to complete/reject actions. These are available at the end of each

Action and they resemble a check mark or an x

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  1. Click on each Name (action number) to review additional action details.

 

The system shows detailed information about the selected action. Watcher assignments with due dates and links to the parent document are on the left side. On the right side, you can view the rules associated with the selected action.

 

Get familiarised with available tabs in the top-left side of the window that allow you to include additional information, share/communicate it to other users, and review the results in a Dashboard. 

 

 

You can find several function icons to maintain the Action Status in the top-right corner of the Pricefx application.

 

 

  1. To return to the Actions main list, click on the blue-arrow at the top-left corner of the window

 

At this point, the system will display the list of actions. You can also include additional actions.

  1. Add more actions by clicking on the Add Action blue icon at the top-right corner of the window.  

If there are expired actions, the system will display them with a highlighted red icon (check previous screenshot). 

You can use the three-dots icon at the corner of every column to change the Display of the list for better review. 

 

To view only specific information, you can Filter the list using the search fields under each column and/or the advanced filter with the icon (funnel shape) at the top-right corner of the window.

To return to the main Action Plan window, you can use the back arrow in your browser.

  1. Click on the blue back arrow at the top-left corner.

Note that the status of your Action Plan is still Draft. You can get a final review by clicking the Summary tab.

Submitting the Action Plan

Finally you can submit the Action Plan for approval by clicking on the Submit blue icon. 

You can also create a copy by using the Duplicate icon and/or Recalculate the actions. 

Once submitted, the system displays a confirmation message and the status of your Action Plan will change to Approved.

Watchers assigned to the Action Plan will get notified via email regarding actions that are past due.