C15 - Define an action plan for low CSR ratings

STEP 1

Open a low rated CSR assessment in the list.

You access to the CSR page you just clicked.

STEP 2

Scroll down to the "Open Activities" related list and click in "New Task".

A new page opens. It's the New Task edit page. Your name is automatically added to the "Assigned To" field.

STEP 3

In the Grouping field, write the name of the Action Plan.

The Grouping field is filled in.

STEP 4

Choose for example "Improvement Action" in the field "Type".

The field "Type" is completed with the value "Improvement Action".

STEP 5

Choose the due date in the related field.

The due date field is filled in.

STEP 6

Click on the "Status" field and choose "Open".

The Status for this Action Plan is "Open".

STEP 7

Click on the "Subject" field and write the title of the task.

The "Subject" field is completed.

STEP 8

Click on the "Description" field and write the description of the task.

The "Description" field is completed.

STEP 9

Click on the "Root Cause" field and write the Root Cause of the task.

The "Root Cause" field is completed.

STEP 10

Click on the "Comments" field and write some comments about the task.

The "Comments" field is completed.

STEP 11

Add related documents.

STEP 12

Click on the "Visit Minute" magnifier.

A new lookup window opens with all the recently viewed VM.

STEP 13

Type the name of the Visite Minute you are searching in the Lookup field. Click on it in the list.

The list is updated. The VM number is automatically added to the "Visit Minute" field.

STEP 14

Click on the "GPS Axis" magnifier.

A new lookup window opens with all the recently viewed Segment.

STEP 15

Type the name or the number of the segment you are searching. Choose "All Fields" in the "Search" requirements under the lookup window. Click "Go!".

The list is updated with the segment you searched.

STEP 16

Click on the Segment name.

The Segment name is automatically added to the "GPS Axis" field.

STEP 17

Click "Save". A new page opens. It's the Task you just created.

The page contains the title you gave it, and the file you attached.

STEP 18

Click on the name of the supplier.

You go back to the supplier account page and you can see the Action Plan you just create in the "Open Activities" related list.

STEP 19

Click on the Quick Search field on the top of the Convergence page.

STEP 20

Type the name of the action plan you are searching. Click on the button "Search".

A new page appears. It's the Quick Search results page. All the results in the page are tasks

STEP 21

Click on the tab "Home".

A new page appears, It's your Convergence Homepage.

STEP 22

Scroll down to the related list "My Tasks".

STEP 23

Click on the dropdown menu at the right and choose "All Open" in the list.

The tasks list is updated and all the open tasks are visible.