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Setting up Action Plan Task Statuses

You can define action plan task statuses for use with failure modes, primary action plans, and secondary actions plans. These statuses are in addition to the action plan statuses provided by APM: Facilitation Incomplete, Facilitation Completed, Implementation Completed, and Implementation Not Required. Facilitators and implementers can use the additional statuses to co-ordinate their efforts, for example, marking a failure mode for follow-up or review. The status can be set manually on the Maintenance Action Plan window, Details tab.

This topic explains how to view action plans and their statuses. It also explains how to set up the action plan task statuses required by your organization.

Viewing Action Plans and Task Statuses

To view action plans with the statuses that you have set up and assigned, select the site’s Strategy Development view and tab, Action Plans tab. Select an asset in the tree to list its action plans in the table. The Action Plan Task Status column displays the statuses assigned to all of the asset’s primary and secondary action plans. For example:

To Set up an Action Plan Task Status

1.	On the site’s Strategy Development view, select the Settings tab. Select the Failure Modes tab and the Failure mode settings node in the tree.

Tip: You can also select the site’s Administration menu, Strategy Development Settings, and then Failure Modes. The Failure Mode Management Settings dialog appears.

2.	Select the Action Plan Statuses tab.

3.	For each of the action plan task statuses required by your organization, click New. The Action Plan Task Status Properties dialog appears.

4.	Provide a descriptive name for the status.

5.	To use a different icon, click Change Icon, select a graphic, and click OK.

6.	Click to open the Font dialog. Select the font, size, effects, and script that you want to use.

7.	Click the Text color list and select a color.

8.	Click the Background color list to select a color.

9.	Enter a description.

10.	Click OK. The dialog closes and the status is added to the table.