Activity plans are checklists used for both planning and confirmation
Activity plans are used to plan and confirm the performance of various recurring and one-time activities, such as regular maintenance, inspections, training, and health checks. They can also be used for employee onboarding or offboarding.
- activity plans are checklists that help you not to forget anything
- you plan activities for days
- the activity execution must be subsequently confirmed
With activity plans, you can therefore
- Make a list of WHAT needs to be done
- Plan WHEN it should be done and how often - one-off, repeatedly or irregularly
- Plan WHO is to do it
- Confirm the execution of the planned activity and attach documentation as a proof (for example, protocol, audit report, confirmation)
Examples of Activity Plans Use Cases:
- Maintenance plans for machines and equipment
- Vehicle Fleet Maintenance Plans
- Periodic Inspection Plan
- Repair schedule
- Employee onboarding task list
- Employee training plans
- Health inspection plans
- Employee offboarding plan
Checklist maker for creating and editing your checklists
- activity plans are such checklists that you adapt yourself
- for each activity you schedule its time
- and then someone will confirm the execution of scheduled tasks
Confirmation of the activity
The activity notifies you when an activity should be performed and you then confirm its execution.
- The date the activity was performed
- In the comment, you describe what was done
- You can also add an attachment, typically with evidence of the activity performed (e.g., training attendance certificate, medical certificate, maintenance report, calibration report, etc.).
If the situation requires it (for example, confirmation of attendance at a training session for multiple people), you can also confirm the activity in bulk.
You can see the overview of the activity plan in the Reports tab.
History of confirmed activities
Activity plans record a complete history of activities performed (for example, toner replacement). This gives you an overview of when and who did what.
Where will you see the activity plans?
- For each item (for example, an instrument), you can see a list of scheduled activities on the Activity Plan tab.
- You can see an overview of all the activities you have access to in the reports.
How to enable and set up activity plans
Don't see activity plans in your records? This could also be because you simply don't have them activated for your role in your records. See how to do it. Activity plans are only available for premium plans.