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Changing the Status of Action Plans and Current Practice Reviews

You can keep track of the strategy development process by monitoring the status of reviews and action plans. For example, select the site’s Strategy Development view, CPR tab. Scroll to the Analysis status column:

The analysis status is also displayed in the Strategy Development Analysis window in the banner. For example:

To view the statuses of action plans, open the review, select the Facilitation view and then the Action Plans tab. Scroll to the right to see the Action plan status column. For example:

The following table shows typical activities and the appropriate status of the review and its action plans.

Activity	Review Status	Action Plan Status
Create CPR (before adding action plans)	Analysis in progress
Create an action plan	Analysis in progress	Facilitation Incomplete
Review an action plan and mark it as Facilitation Completed	Analysis in progress	Facilitation completed
When all of the action plans have been added, mark the review as Facilitation Complete	Facilitation complete	Facilitation completed
Review an action plan that has been marked Facilitation completed, supplying the recommended action, indicators, corrective tasks, standard procedures, and so on. Mark the action plan as Implementation Completed	Facilitation complete	Implementation completed
When all of the action plans have been implemented, mark the review as Analysis Completed	Analysis completed	Implementation completed
To prevent changes from being made to the completed review, mark it as Closed	Closed	Implementation Completed

When working with action plans, keep the following in mind:

•	An action plan cannot be marked Implementation Completed unless it has been marked Facilitation Completed and has a recommended strategy.

•	Although an action plan with the status Implementation Completed cannot be edited, its status can be changed back to Facilitation Incomplete.

When working with the status of reviews, keep the following in mind:

•	Once closed, the review cannot be edited. However, you can change its status to anything else in order to modify it.

Tip: You can review the history of review status changes on the History view, Analysis Audit Info tab.

This topic explains how to change the status of action plans and reviews.

To Change the Status of an Action Plan

1.	From the site’s Strategy Development view and tab, select the CPR tab.

2.	Open the review containing the action plan. Select the Implementation view and the Action Plans tab.

3.	Do one of the following:

•

To complete the action plan, right-click it, click Mark As, and then either Facilitation Completed or Implementation Completed. The latter option is only available if the action plan has already been marked Facilitation Completed or it has a recommended strategy. The system updates the plan’s status.

•	To reopen a completed action plan, right-click it, click Mark As, and then Facilitation Incomplete.

To Change the Status of a Review

1.	From the site’s Strategy Development view and tab, select the CPR tab.

Tip: You can also view the list of reviews from an asset’s Strategy Development view and tab, Analyses tab.

2.	Do one of the following:

•	Right-click the review, click Mark as, and then the status.

•	Open the review, click the Tools menu, Mark As, and then the status.