Understand the Deviation Action Plan

Overview: In order to manage deviations effectively, it is key to understand the Deviation Action Plan. Here, we look at this feature and how to get the most from it. 

Start from: The Daily Schedule.

Local settings

• Choose a specific location in the Main Menu.
• Select Deviation Action Plan > Local settings.

There, you can use the same settings as centrally or chose a different form to use. 

Overview

• Select Deviation Action Plan > Overview.

There, you will have:

• Open deviations not added to Plan: New deviations and number of deviations not added or removed from the action plan.
• Deviations in Plan: Show the number of deviations added to the action plan. 
• Not assigned deviations: Show the number of deviations that have not been assigned to a user.
• Overdue deviations in Plan: Deviations that are after the due date set. 
• Deviations without a due date: Deviations without a specified due date.
• Deviations that will be soon overdue: Deviations that will be overdue in less than 7 days.

To Do

• Choose a specific location in the Main Menu.
• Select Deviation Action Plan > To Do.

Filters

There, you can see deviations that are active. You can use the following filters: 

• All (open and closed) deviations.
• Open deviations.
• Open deviations of corrective deviation type.
• Open deviations that have an alarm.

Add deviations to the action plan

• Select + Add deviations.

Note: you can choose to exclude the deviations you don't want to add.

More options

• Select the three dots icon.

There, you can:

• Open: Open to read or edit the deviation 
• History: See history for the task 
• Exclude: Exclude deviations you do not want to add to the action plan 

Plan

• Choose a specific location in the Main Menu.
• Select Deviation Action Plan > Plan.

Note: This section gathers all the deviations added to the action plan. You can filter out all deviations for a period (both active and closed) 

Creating a deviation form

• Select Open Deviation Form.

A new pop-up window will open:

• Select Create deviation in public form OR Create deviation in private form.

Creating a meeting agenda

Select + Create new agenda.

Creating a local task

Select + Create local task.

Export Deviations

• On the Plan tab, select the XLSX icon at the top right corner of the page.
• After loading for a few seconds, the icon will change to the word "Download". Select Download to get the file.

You will now have an XLSX file with the deviation action plan details.