To view an action, click on the "Action plan" menu on the left. The list of actions is displayed.

The action plan is a key element of ISO 50001. It is a collaborative tool that lists all the actions put in place. You can characterise each action precisely, using the form. Various functions allow you to calculate the ROI of actions, communicate between collaborators and assign tasks associated with the action.

To access the Action Plan, click on "Action Plan" in the left-hand navigation bar. This shows all the Actions created by users. You can see actions at different stages of progress (from an idea to a completed action).

At the top of the page, click on the "New actions" button to add, as desired:

• an action;
• a new folder in the actions tree.

Create an action

To create an action, click on the "New actions" then on "Action".

A blank action is created. In the action creation form that appears, you must define:

• the title of the action;
• its description (optional), to provide additional information (explain what the material is, for example);
• its parent folder in the tree structure (optional). If the action is created from the Tree view, the parent folder defaults to the selected folder.

These various parameters can be modified later.

Inform an action

Once the action has been created, you can detail it in the "Information".

tab.

The following fields are used to describe the action:

• the status to define the state of the action;
• its expiry date to set the end date of the action;
• hisstart date, to specify the start date of the action;
• his responsible person, to assign the task to the employee concerned by the action;
• the site, to locate the geographical area in which the action will take place (building X for example)
• the perimeter to specify more specifically the geographical area concerned (Workshop 1, Machine B, Etc...)

Two additional panes are available to detail the action in more detail:

• Additional information, to specify the energy and energy use.

Click on the arrow to pull down the additional information available

• • The energy type(electricity, steam, compressed air);
  • The energy use concerned (lighting, cooling, combustion air, etc...)
  • a description, to provide additional information (explain, for example, what it is used for)

• Finance to quantify the investment linked to this action.

Evaluate the savings due to the action

The finance section at the bottom of the action tab is used to quantify the gains in euros and energy.

Click on the arrow to pull down the finance pane, enabling you to fill in the financial aspects of the action.

• • the potential savings, in €, kWh and %
  .
  • the actual savings, in €, kWh and %
  • the investment, to inform the total investment made to implement the action
  • the theoretical ROI,
  • the actual ROI,
  • the verification method.
  • the comment to provide additional information (on share performance for example)

 

Manage tasks

• Create a task
• Edit a task
• Delete a task
• View a task

Comment an action

The "Comments" tab allows the teams assigned to the action to communicate in order to keep the exchanges linked to each action.

At the bottom of the tab you can write your comment and publish it. It will be visible to all contributors.

Add documents

The "Document" tab allows you to save all the documents linked to the action by simply dragging and dropping or by clicking on "Send document".