Introduction

Like its predecessor the legacy CAST Engineering Dashboard, the CAST Application Engineering Dashboard features the ability to add and remove objects to and from an "Action Plan".  An Action Plan is simply a list of objects (i.e. "violations") that have been selected for action in the next snapshot generation process with a priority level assigned to them. Users can then use the list to focus their re-mediation work. Think of it as a "to do list" - i.e. objects that require work to remove the violation flagged by CAST AIP.

Permissions required to interact with the Action Plan

Viewing violations (objects) that have been added to the Action Plan

To view objects that have been added to the Action Plan, there are two methods:

The Action Plan list will then be displayed:

Key:

Item	Description
	Resolved: Total number of objects in the Action Plan that have been corrected and are no longer violating the rule since the last snapshot was generated - i.e. the object has been remediated.
	Pending: Total number of objects in the Action Plan that are STILL violating a rule since the last snapshot was generated - i.e. the problem has not been fixed
	New: Total number of objects in the Action Plan that have been added to the list since the last snapshot was generated - their status will be checked during the next snapshot generation.
	This check box allows you to: modify the object's priority in the Action Plan remove the object from the Action Plan if the issue has been resolved or you no longer need to remediate the issue. Note that the check box is only visible if your login has the QUALITY_MANAGER role.
	Displays the priority given to the object when it was added to the action plan, ranging from: Low (one dot) Moderate (two dots) High (three dots) Extreme (four dots)
Status	Displays the status of the object in the Action Plan: Resolved Pending New See the sections in the table above which explain these statuses in full.
Quality Rule	The name of the Quality Rule for which the object has been added to the Action Plan (objects can appear multiple times in the Action Plan).
Object Name Location	The name of and information about the object that has been added to the Action Plan for remediation.
	Use this option to export the contents of the Action Plan to an Excel file. See Exporting data to Microsoft Excel file format for more information.

Adding objects to the Action Plan

If you would like to add an object to the Action Plan:

• Drill down and select an item at Quality Rule, Distribution or Measure level
• A circular checkbox will be visible in each object description row (highlighted in the image below in a red rectangle) - if you do not see this circular checkbox, then your login does not have the QUALITY_MANAGER role:

• Place a check mark in the circular checkbox alongside the object that you want to add to the Action Plan - the Action Plan button will then become visible as shown below:

• Now click the Action Plan button and select the level of priority you would like to assign to the object:

• In this example, we have selected the High Priority level - the Plan column is then updated with the new Action Plan status for the object:

Removing objects from the Action Plan

If you would like to remove an object that has already been added to the Action Plan, you can do so as follows:

Using the Action Plan

The easiest method is to:

• Access the Action Plan from the side menu bar, or from the Action Plan tile on the "home" page
• Select the object or use the multi checkbox to select all objects under the Quality Rule/Distribution/Measure:

• Then click the Action Plan button and select the Remove From Action Plan option as shown above.
• All selected objects will now be reset and will no longer be part of the Action Plan.

Using the Quality Investigation view

• Drill down to the Quality Rule, Distribution or Measure level that contains the violations that you have added already to the Action Plan - the Priority column should be populated with a priority level to indicate that the violation has been added to the Action Plan.
• Select the object or use the multi checkbox to select all objects under the Quality Rule/Distribution/Measure:

• Then click the Action Plan button and select the Remove From Action Plan option as shown above.
• All selected objects will now be reset and will no longer be part of the Action Plan.

Updating objects that are already present in the Action Plan

If you have added specific objects to the Action Plan with a specific priority level, you can alter their priority level directly, without having to remove the object from the Action Plan and then re-add it. You can do this either from the Action Plan itself, or by drilling down to the Quality Investigation view (i.e. to the Quality Rule, Distribution or Measure level that contains the violations that you have added already to the Action Plan):

• Locate the object either in the Action Plan or in the Quality Investigation view - the Priority column should be populated with a priority level to indicate that the violation has been added to the Action Plan.
• Select the object or use the multi checkbox to select all objects under the Quality Rule/Distribution/Measure
• Then click the Action Plan button and select the new Priority Level you want to assign to the object.
• All selected objects will now be updated with the new Priority Level.

Exploiting the Action Plan via the legacy CED and beta APO

The Action Plan available in the CAST Application Engineering Dashboard is fully compatible (in other words, adding/removing objects in AED will be updated in CED and APO and vice-versa) with the existing Action Plan features available in:

• CAST Engineering Dashboard (CED) - see Improvement - Action Plan
• CAST Action Plan Optimizer (APO)