Treatment Plan Tracking
This option allows tracking the progress of the implementation of the controls defined in the section developed in the previous point.
The treatment plan tracking option displays a table that allows viewing the list of controls that are part of the treatment plan, which were defined in the previous point (Risk Management Planning).
Actions of a control
When expanding a control, information about the actions of the treatment plan is displayed.
Name: Identifies the name of the control and associated actions.
Status: Allows defining the degree of implementation of the associated action. To do this, double-click on the cell and select the desired option from the dropdown menu.
NOTE: The types of status can be defined in the 'Settings' section.
Progress: Graphically shows the degree of implementation of the control. The progress bar depends on the statuses defined in the previous column.
End Date: Allows defining the actual date on which the actions and treatment plans have been completed.
Deadline: Allows setting the completion date of the control or the associated action. That is, the expected completion date to complete an action or a treatment plan. It is also the date used for sending Alerts.
Description: Allows making any additional notes about the desired action.
Responsible: Identifies the person within the organization responsible for verifying the completion of an action within the defined deadline. This responsible person can be selected from the set of Employees (see section in the Management tab).
Other Responsible: Identifies the person within the organization responsible for verifying the completion of an action within the defined deadline, allowing it to be defined textually.
By selecting/clicking on a control, the detailed form of it defined in the previous point of 'Risk Management Planning' is displayed. The form cannot be modified from this option.
The actions that can be performed on the table are as follows:
Download: Offers the possibility to download the list of controls in an editable format (.docx) by clicking on the 'Download' button.
Implement complete controls: Allows the user, once the control is 100% implemented, to remove the associated controls from the treatment plan list and include them in the list of already implemented controls, within the Analysis > Control Management option, with the option to delete or retain the actions.
Retain actions: Allows maintaining the actions associated with the Treatment Plans when implementing them. These treatment plans will be managed as implemented controls from Analysis > Control Management, retaining the performed actions.
Delete actions: Allows deleting the actions associated with the Treatment Plans when implementing them. These treatment plans will be managed as implemented controls from Analysis > Control Management, deleting the performed actions.