9.2.1. Internal Actions

Below are the types of internal actions users may execute, each with its specific requirements:

1. Create a New Control
2. Documentation Needs Updating
3. Retraining or New Training Required

!The Other action option is not included in this list because its requirements are set by users themselves, rather than being predefined by the application.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Create a New Control

If this action is assigned, the following fields will be visible in the form, allowing users to enter or modify details. Users can modify the folder where the control will be created, as well as provide or update the control’s name, identifier, and description.

• Create/Update Control: This button allows users to initiate the process of creating or updating the control.
  • Upon process completion, a confirmation message will appear, indicating that the control has been successfully added or updated in the specified EPC folder.
    
  • A link will be provided, allowing users to view the control directly in EPC.
    
    

2. Documentation Needs Updating

If this action is assigned, the following grid will be visible in the form, allowing users to access and update the necessary documentation:

*For each item in the grid, an improvement request (IR) is automatically triggered in EPC, which the action owner is expected to complete.

• Edit ( ): This button allows users to access the modification request.
  • If selected, it will display the Edit EPC Modification Request form.
    
    • To access the IR in EPC from this form, click on the provided hyperlink.
      • In EPC, users can fulfill the terms of the IR.
        
        *

        Once the IR has been completed by the owner, it can be closed by the assigned action manager.

        • To close the IR, a user needs to meet at least one of the following requirements:
          • They must be assigned as accountable to the EPC object.
          • They must be an environment administrator.
          • They must be the creator of the IR.

        
        

        For instructions on how to close an IR in EPC, click here.

3. Retraining or New Training Required

If this action is assigned, the following fields will be visible in the form, allowing users to create or select the required training(s).

• : This button allows users to create a new training.
  • If selected, it will display the New Training form.
    

    **For more information on defining and executing trainings, refer to the User Manual for the Training Application.

• Add: This button allows users to add an existing training.
  • If selected, it will display the Select Training Request form.
    
    • Existing Training: This is a single-select field that retrieves the list of existing trainings (from the Training List module of the Training application).
      • Rather than a dropdown menu, this field opens a pop-up window.
        

        !!To appear in this window, trainings must have an active status and be approved. Users can select a training by double-clicking on it from the grid.

      • Departments: This is a multi-select dropdown field that displays the list of departments. It allows users to assign the training to one or more departments.
        • Once a training is selected, this field is automatically populated with the departments assigned to the training. Users can add to/edit the items in this field.
      • Roles: This is a multi-select dropdown field that displays the list of roles. It allows users to assign the training to one or more roles.
        • Once a training is selected, this field is automatically populated with the roles assigned to the training. Users can add to/edit the items in this field.
      • Users: This is a multi-select dropdown field that displays the list of users. It allows users to assign the training to one or more users.
        • Once a training is selected, this field is automatically populated with the users assigned to the training. Users can add to/edit the items in this field.
      • Groups: This is a multi-select dropdown field that displays the list of groups. It allows users to assign the training to one or more groups.
        • Once a training is selected, this field is automatically populated with the groups assigned to the training. Users can add to/edit the items in this field.
      • Save and Return: This button allows users to save the training request and return to the New Action form.
      • Save and New: This button allows users to save the training request and open a new form to create another training request.
        

        **As trainings are added, they populate the Add Existing Training(s) grid. To perform additional customization and review, users can either click on the Edit ( ) button beside each training or double-click on the training itself.
        
        

• Delete ( ): This button allows users to delete a training.
  

  **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click either Discard Changes or Undo ( ).

!The specified training will be assigned to trainees only after the action is completed and submitted for review. During this time, the designated reviewer can monitor trainee progress and evaluate the action’s effectiveness, ultimately deciding whether to approve or reject it.