4.2.3. Enhanced Action Effectiveness Tracking & Evaluation

To bolster the tracking and evaluation of action effectiveness throughout the Action Item Management workflow, we have implemented the following enhancements:

1. Effectiveness Period Date Fields

We have added two new date fields — Effectiveness Period Start Date and Effectiveness Period End Date — to the New Action form. These fields allow users to specify the period during which the effectiveness check occurs, ensuring thorough assessment within the designated timeframe.

*These additions complement the existing Effectiveness Check Frequency and Effectiveness Check Duration fields. Previously, effectiveness check fields were only visible when selecting Effectiveness Check as the action type. Now, they are always visible, ensuring consistent tracking and evaluation across all action types.

2. Effectiveness Check Accordion

We have also introduced a new accordion titled Effectiveness Check to the Sign Off on the Action form. In this accordion, users can document and communicate their evaluation findings, providing supporting evidence in the form of files or descriptive notes.

*By incorporating this evaluation into their review process, users can ensure actions meet both execution standards and intended objectives. If an action fails to meet expectations, it can be flagged for re-execution, enabling continuous improvement and refinement of action outcomes.