New from Retriever Technology is the PLAN-FOR-ACTION scheduling software program.
It provides a simple means of producing routine action plans and schedules, emailing these to the relevant parties and recording the results for compliance and traceability purposes.
It does not include complicated facilities for producing works orders, parts lists, workshop manuals, technical drawings and procedures and similar items – it is designed to be easy to use with a relatively small number of screens and not too much detail – just sufficient to do the job.
Also it is applicable to a wide range of routine activities such as maintenance, servicing, training, auditing, highways and building inspection, calibration, testing, quality control, renewals, PAT testing, subscriptions, birthdays and so on.
The system enables you to generate regular action schedules, email these to the relevant people with optional worksheets attached and record the results for compliance and traceability purposes.
The system is built on a framework of 4 elements:
- ASSETS: the things and/or people that are the objects of the actions
- ACTIONS: what has to be done with optional itemised lists
- AGENTS: the person or organisations that take the actions
- HISTORY: historical dated records of actions taken
Each asset can be linked to one or more actions, each with an agent and a frequency. The system computes the next action due dates automatically using the historical records.
Schedules are generated based sets of assets filtered by location, type, action and target period. These schedule can be viewed, printed and emailed and are stored in the system until the results of the relevant actions have been recorded. Schedule templates are used to generate repeat schedules such as weekly, monthly or annual lists for selected asset groups.
All reports in the system can be generated as Microsoft EXCEL spreadsheets or PDF files.
The ‘Agents’ have email addresses to receive the relevant schedules. Each asset can also have an email address to receive reminders of forthcoming activity. Worksheets can be set up for an action if required and emailed with the schedules to facilitate correct practice and recording of results and comments. External documents can be linked to the assets, actions and history. The historical records can include traceability references and document links where required.
User access is password protected and each user is allocated permissions to add/edit/delete records as appropriate by the System Administrator.
The system runs on Microsoft WINDOWS-based computers and networks and is supplied with an annual renewable licence to include technical support and updates either on a single-user or a site-wide basis.
Retriever Technology: www.plan-for-action.com Tel: 01584-781444