Link OGSM to Action Plan

Put the actions in the action plan and monitor the progress

In this phase you place the actions in an action plan and you start working on the implementation.

Link OGSM to Action Plan

Required rights: Manager

Only users with the 'Administrator' role can link the OGSM to an Action Plan

After fine-tuning the OGSM, you are ready for the implementation and monitoring of the plan. By linking the OGSM to an Action Plan, you can monitor it properly. The link means that the actions from the OGSM are also visible in the Action Plan. Changes can be made in both the OGSM and the Action Plan. In the Action Plan you can immediately see which actions are still to be done, which action you are working on and which have been completed.

    • Select an existing action plan under the heading 'Action plan' or choose 'New action plan'
    • If you choose a new action plan:
      • Select the group to which the action plan should be added.
      • Type a name for the action plan.
    • Click on 'Save'.

    Go to the action plan to view the Actions. You can do this by clicking on the link in the menu. This link has the name of the Action Plan. More information about the Action Plan.

    Change action plan link

    You can also unlink and link the OGSM to another Action Plan.

    • Open the 'Action Plan' menu
    • Click on 'Link to another action plan' to link the OGSM to another Action Plan. The link to the current Action Plan is undone. The actions are therefore no longer visible in that Action Plan.
    • Click on 'Unlink Action Plan' to stop linking the OGSM to an Action Plan. After doing this, you can always re-pair the OGSM again.

     

     

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