Planning

  • Prepare planning documents for projects, products or services using Microsoft Word or Excel or Microsoft Project. Distribute for collaboration or review and have the responsible planner electronically approve final version. Once approved automatically send a notification with each version change (Action Items) to those who need to know.
  • Use completed Action Items as evidence that the item have been read.
  • Extract text from the plans and convert them to notifications (Action Items) which must be completed by recipients.
  • Action Item recipients have a direct link to the planning documentation and record action taken with automatic date and time stamped when completed.
  • Assign staff to roles as writers, reviewers and approvers etc.
  • Insert roles into the document to automatically update when job title changes.
  • Use document control insert fields within the document to automatically update as changes occur – item name changes, approver’s name, version, version date and many more.
  • Set review schedule and assign staff to a role for automatic review notifications.
  • Set Action Item reminders for a role to perform a task described in the plan.
  • Electronically manage plan amendments with the ability to collaborate with others.
  • Maintain versioning with history in accordance with international document control standards.
  • Link (Para-Link®) plans to associated documentation like sub-plans, gap analysis, reports, charts or forms, etc. Links are maintained even when items are renamed or moved.
  • Automatically maintain all relevant history for audit traceability.
  • Plus many more standard features included in Paradigm 3.

To manage planning, purchase the Document Module.

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