Plan for action software

A simple and straight forward action scheduling and recording system for activities where regular and repeated actions are standard practice for compliance and traceability purposes.

PLAN-FOR-ACTION is a simple and straightforward action scheduling and recording system for activities where regular and repeated actions are standard practice.

Typical applications include maintenance, servicing, buildings and highways inspection, health & safety checks, employee training, calibration, testing and auditing and any activity where compliance with laiddown standards is the norm.

The system enables you to generate regular action schedules, email these to the relevant people with optional worksheets and record the results for compliance and traceability purposes.

The system is built on a framework of 4 elements:

    ASSETS: the things and/or people that are the objects of the actions
    ACTIONS: what has to be done with an optional item list
    AGENTS: the person, department or organisations that take the actions
    HISTORY: historical dated records of actions taken

Each asset can be linked to one or more actions, each with an agent and a frequency. The system computes the next action due dates automatically using the historical records.

Schedules are generated based sets of assets filtered by location, type, action and target period. These schedule can be viewed, printed and emailed and are stored in the system until the results of the relevant actions have been recorded after which they can be deleted. Schedule templates are used to generate repeat schedules such as overdue, weekly, monthly or annual lists for selected asset groups each with just a few mouseclicks.

All reports in the system can be generated as Microsoft EXCEL spreadsheets or PDF files.

The ‘Agents’ have email addresses to receive the relevant action schedules. Each asset can also have an email address to receive reminders of forthcoming activity. Worksheets can be set up for an action if required and emailed with the schedules to facilitate correct practice and recording of results and comments. External documents can be linked to the assets, actions and history. The historical records can include traceability references and links to external files where required.

The system runs on Microsoft WINDOWS based computers and networks and works with an annual renewable licence including technical support and updates on a singleuser or a sitewide basis.

We can import data from existing spreadsheets and databases to reduce setup times.

More information is available on the web site where an evaluation system can be downloaded.