Create action plan for KPIs

Create action plans linked to under-performing KPIs, enabling visual tracking of milestones and tasks. The tasks triggered by the action plans are assigned to the suppliers and they can see and complete those tasks in the Supplier Collaboration Portal.

Avant de commencer

Role required: admin

Procédure

1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
2. Under Quick actions, select Manage my suppliers.
3. Under My suppliers, select the legal name of the supplier.
4. Select the KPI management tab.
5. Select Create action plan.
6. Select the KPIs to be tracked.

   Figure 1. Add action plan KPIs

   

7. Select Add.
8. On the form, fill in the fields.
   

   Tableau 1. Action Plan form

   Field	Description
   Number	Auto-generated action plan ID
   State	State of the action plan. By default it is in Draft state
   Plan type	Type of action plan to be created: Quality improvement plan Delivery improvement plan Cost reduction plan Sustainability and compliance plan Communication and collaboration plan Performance monitoring plan
   Priority	Priority of the action plan
   Supplier	Supplier related to the action plan
   Opened by	User who created the action plan
   Assigned to	User who is assigned the action plan Remarque : This field is not available for action plans created for automated KPIs.
   Due date	Due date for the completion of the action plan
   Created	Date of creation of the action plan
   Watchlist	List of users included in the watchlist
   Short description	Brief description of the action plan
   Description	Detailed description of the action plan

9. Navigate to Action plan items and select Create.
10. Create milestones or supplier tasks for each KPI to track the action plan.
    For more information on how to create milestones and supplier tasks, see Create milestones for the action plan and Create supplier tasks for the action plan.
11. Select Submit to activate the action plan.

    The corresponding milestones and tasks are generated for the action plan.

    Internal users can add comments through the Work notes and the progress of the action plan can be tracked in the Activity stream section.

    

Résultats

After the milestones are run, corresponding tasks are generated for the users assigned to those milestones. When they complete their tasks, performance metrics are recalculated to determine whether the KPIs are still on target or failing. If a KPI is linked to a milestone or an action plan, the dashboard highlights its status:

• On Target – if the KPI is meeting or exceeding the target
• Failing - if the KPI is not meeting its current target
• Failing in a plan - if the KPI is in an action plan and isn’t meeting its milestone targets
• Part of a Plan - if the KPI is in a plan and progressing but not failing

Emails are sent to the assignees when action plans are created. Emails are also sent in the following scenarios:

• When there’s any change in the action plan
• When an action plan fails (tasks or milestones aren’t completed after the due date)
• When an action plan expires
• When an action plan is completed

The action plan can be tracked continuously, with updates based on the subsequent KPI runs. Managers can monitor the progress of milestones and tasks using the Gantt chart.

The following color code is followed to represent different tasks in the Gantt chart:

• Teal: Active tasks within due date
• Blue: Active tasks past due date and completed
• Orange: Active tasks past due date but not completed

• Create milestones for the action plan
  Create milestones for the affected KPIs in the action plan.
• Create supplier tasks for the action plan
  Create supplier tasks for the affected KPIs in the action plan.