{"id":5206,"date":"2026-09-22T11:30:02","date_gmt":"2026-09-22T09:30:02","guid":{"rendered":"https:\/\/tuto.provacy.com\/?page_id=5206"},"modified":"2026-09-23T15:51:44","modified_gmt":"2026-09-23T13:51:44","slug":"plans","status":"publish","type":"page","link":"https:\/\/tuto.provacy.com\/en\/actions\/plans\/","title":{"rendered":"Plans d'action"},"content":{"rendered":"
\n\n<\/div>\n\n\n\n

Action plans based on assessments<\/h2>\n\n\n\n

Assessment fields<\/h4>\n\n\n\n

Assessment fields allow you to evaluate a compliance point using a four-level slider, identified by a color code:<\/p>\n\n\n\n

\n
    \n
  • \ud83d\udd34 Non-compliant<\/li>\n\n\n\n
  • \ud83d\udfe0 Partially compliant<\/li>\n\n\n\n
  • \ud83d\udfe2 Compliant<\/li>\n\n\n\n
  • \ud83d\udd35 Best practice<\/li>\n<\/ul>\n\n\n\n
    \"\"<\/figure>\n<\/div>\n\n\n\n

    A text field allows you to specify, if necessary, the actions to be taken or the elements supporting the assessment.<\/p>\n\n\n\n

    Action plan<\/h4>\n\n\n\n

    The Action Plan<\/strong> tab brings together all assessments completed for the form. It first provides an overview, with a color code that allows you to quickly identify their results:<\/p>\n\n\n\n

      \n
    • \"\" Assessment not completed<\/strong><\/li>\n\n\n\n
    • \"\" Non-compliant<\/strong><\/li>\n\n\n\n
    • \"\" Partially compliant<\/strong><\/li>\n\n\n\n
    • \"\"Compliant<\/strong><\/li>\n\n\n\n
    • \"\" Best practice<\/strong><\/li>\n<\/ul>\n\n\n\n

      Non-compliant<\/strong> and Partially compliant<\/strong> assessments are then grouped in an Action Plan<\/strong> table to structure compliance actions.<\/p>\n\n\n\n

      For each item, you can enter:<\/p>\n\n\n\n

        \n
      • a target compliance date<\/strong>;<\/li>\n\n\n\n
      • a person responsible<\/strong>;<\/li>\n\n\n\n
      • a cost<\/strong>.<\/li>\n<\/ul>\n\n\n\n
        \n
        \"\"<\/figure>\n<\/div>\n\n\n\n

        Linked actions<\/h4>\n\n\n\n

        For more comprehensive tracking, the action button allows you to create a linked action. You can then define participants, priorities, progress, follow-up dates and email reminder notifications, or add documents.<\/p>\n\n\n\n

        \n
        \"\"<\/figure>\n<\/div>\n\n\n\n
        \n
        \"\"<\/figure>\n<\/div>\n\n\n\n
        \n
        <\/div>\n\n\n\n
        <\/div>\n\n\n\n
        <\/div>\n<\/div>\n\n\n\n<\/i><\/span>\n