In the V8 Platform, responses to a verified assessment will automatically update the associated plan for an area. Where you have not answered 'Yes' to the verified criteria related to an action, it will in most cases list that action in your plan as a Recommended Next Action:
However, there may be instances where your team has completed a plan action (all the process steps are 100% complete), but:
- you have not yet verified that you meet the associated criteria (you haven't answered Yes)
- or - - a subsequent verified assessment determined that you need to repeat the work (you changed the Yes responses to No)
To locate these previously completed action items:
Step 1
Open the plan filter and select the option to view All plan actions
Step 2
Items that have been 100% completed, but not verified by the assessment, will be listed under the Completed Actions section.
Step 3
Expand any of these actions to review the related verified responses
At the bottom of the expanded action view, you must then decide whether to:
- Remove Completed Status - this marks all process steps as incomplete, but retains responsibilities and start/target dates
- or - - Restart Action - this removes all start/target dates and process step assignments and marks all process steps as incomplete