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Action Plans

The Action PlansĀ templateĀ is an over-arching module designed to manage all organisational actions that are generated within the Synbiotix platform through one centralised web based system.

The system tracks and manages actions in two ways:

  1. Actions are created automatically within Synbiotix systems. Templates that are connected to the action planning tool will have their actions appear within Action Plans. e.g. actions generated in the CQC system, the Health and Safety System etc.
  2. Actions can be manually created based on actions created directly in the system by users with the appropriate permissions.

Actions can be viewed, tracked, managed, updated and closed off within the Action Plan template, which also allows for notifications to be sent out to allocated users. Action notifications can be sent via email, text message or pager and can be sent at times of your choice, such as five days before the action is due to be completed.