Action Plan in the Accident Management System

Who is this article for?

Client Administrators

 Within this article you will learn how to use the Action Plan within the Accident Management System 

 Action Plan Settings

When you choose Action Plan after clicking on Administration within the Accident Management System.This will allow you to create a template that you wish to append to Action Plan Emails.  By default the email will only include the incident type and reference and the action plan item details.  

Creating an Action Plan

You can create an Action Plan by going to the Incident you wish within the View Incidents section and select the Incident Id.  This will then display the Investigation Details where you can select click to amend details in the Action Plan.

You will then need to select Create Action for this incident

Details of the Action Plan for this incident can include: Details of action required, To be actioned by, 3rd Party Details (if required), Target date for completion of this Action Plan, you can also set reminders before and after the target date and selection and select an Action status.