How to remove an association to an indicator and/or risk analysis?

To remove the link between a project and a risk or indicator, click “Details.” In details, you’ll see the tabs for indicators and risks. There will be a count by them, showing if there are any indicators/risks linked to the project. By accessing the “Indicators” tab, you’ll find information about the associated indicator such as […]

How to know if there are indicators and/or risks associated to a project?

To view know if there are indicators and/or risks associated to a project, click “Details.” In details, you’ll see the tabs for indicators and risks. There will be a count by them, showing if there are any indicators/risks linked to the project. By accessing the “Indicators” tab, you’ll find information about the associated indicator such […]

How to associate a risk analysis to a project in Plans?

It is possible to link an analysis of a risk to a project. To make this link you must’ve had completed the analysis. Click on the risk you’d like to link to a project, and then click “open.” Once you’ve opened the risk and accessed the information about the risk, click on the tab “Analysis.” […]

How to associate an analysis of an indicator to a project in Plans?

It is possible to link an analysis of an indicator to a project, making it easier to monitor projects that contribute to the results of said indicator. To make this link you must’ve had completed the analysis. Click “Add, NC and incidence.” Then select “Projects (Plans module).” A window will appear on your screen for […]

How do I export “My Actions?”

There’s a tab called “My actions,” created to access exclusively the actions you’re responsible for. It shows all the actions from all projects you’re involved and in the status they are. To export your actions, click the diagonal arrow . Once you’ve clicked the arrow, a file will be downloaded to your machine. Click to […]

How do I access “My Actions?”

There’s a tab called “My actions,” created to access exclusively the actions you’re responsible for. It shows all the actions from all projects you’re involved and in the status they are. It’s possible to choose how you’d like to visualize them by clicking the button . You may choose: Listing Kanban Hierarchical view If you […]

How to use the general filters to choose the view of the Ideas tab?

To view the registered ideas, we have a few filter options. All My ideas All Programs When accessing the “Ideas” tab we will have access to all ideas, the “All” filter will be selected by default. In order for me to view only the ideas that I am responsible for, I may use the “My […]

What are the ways to interact with an idea?

The ideas are shown to everyone so all employees may interact with them. One of the ways available to interact with the ideas is to leave a comment. To comment on an idea, click .   A window will open on your screen where you’ll be able to see all the existing comments and add […]

How to remove an idea?

When a registered idea no longer makes sense, and it’s necessary to remove it, you may do so by first accessing the context menu of the idea. Then click “Remove.” A message will appear on your screen. To remove, click “Remove.”

How to remove an attachment from an idea?

When we have several ideas in mind, we should register them so that this information isn’t lost, and so that it is easy to access in the future. You may add attachments to a registered idea, but you might also need to remove an attachment from an idea. To do so, access the context menu […]