The Planner
is a functional calendar-based view of activities (Audits, SIRs, Quality Activities and Issues) within your organisation. You can use the Planner not only to view events but also to schedule events (Audits and Quality Activities).
Structure
The LHS of the planner is reserved for the Data Range, Chart and Filter tab; and the RHS for the calendar display.
The Planner supports both: a single-month view and a multiple-month view (up to 12 months) to display your information. The current date is highlighted on the calendar. On clicking the current or a future date field within the calendar, you can create a new activity (Audits, Quality activities).
On creation of an activity, the assignee (for Quality Activities) and the Internal Auditor (for Audit reports) receives a notification about the activity. Clicking on the existing entries within the calendar opens the activity in a new window.
The Chart area provides a graphical representation of information displayed within the calendar. By default, this graph represents all information shown on the calendar; and is updated dynamically every time a filter selection is made.The 'Filter' area allows you to filter the data displayed on the calendar. Filters differ with every type of information viewed on the Planner.
An example: To filter audits by department, click on the Department checkbox, which will expand the various departments that appear on the Planner. When you de-select a specific department (eg. Accounting); the planner will hide from view all the audits that belong to the Accounting department. This also updates the graph to display all departments other than the ones de-selected.
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