First, you select which object type the action plan should apply to. Here you can choose between all types in the property structure: Properties, buildings, floors, rental properties, rooms, facilities and outdoor areas. Once you have selected the type, select the actual object(s) in the field below. You can select one or more objects if desired.

In the Action field * , write a title for the action, while in the description field, write more in depth. You can choose to set the condition level, link the action plan to an account, set status, resource, and priority.

On Budget, you fill in the desired number of years, i.e. the period for which the action plan should apply, and distribute the costs over this period.

Remember to click the Create button at the bottom of the page when you're done.

This will take you to the created action plan, and you will have an overview of activity (change log), as well as a separate document archive for the action plan. You also have the option to create work orders associated with the action plan. See the separate section for this further down in the article.

First, select the object type. Here you can choose from all types available in the property structure. Then you can select one or more objects for which you want to display deviations in the table below. You can also filter by checklists, users (who have submitted the checklist), deviations (condition level 2 or 3), and whether measures have already been created. You will also see the date and time when the deviation was registered (i.e. when the checklist was submitted).

Otherwise, the procedure and items you can fill in are the same as for custom measures and action plans from IK-bygg.

Once the action plan has been created, there are several tabs you can switch between: General, Activity, Document Archive and Source, and Work Orders:

• General: Here you see all the information about the measure. The building section is automatically set if this is set up in the checklist template, and on the question the measure is created on.
• Activity allows you to view the change log as well as view and/or add comments. All changes to e.g. budget are logged. In addition, all action plans have their own document archive where you can upload necessary files and documents, images, contracts, agreements, etc.
• Document archive: All action plans have their own document archive. Here all files related to the action can be uploaded.
• Source: Here you can see the response (deviation) from the checklist, from which the action plan originates. You can also revise the condition level, so that the Internal Control/custom question is updated the next time the checklist/this question is to be completed. To see the checklist where the deviation was registered, you can click on “See original response”. The completed checklist will then open.

• Work orders: Here you can create work orders that will be associated with the measure. See the separate section on AO from measure plans further down in this article.

This is great to do if, for example, you want to have a project on an initiative, where different parties will carry out different parts of the initiative plans (suppliers, external and/or internal). Then you can easily create one or more work orders on the initiative, and assign and process these in the same way as regular work orders (guide: how to process work orders ).

To create a work order from an action plan, you must first have created the action plan. Then you will find a Work Orders tab inside the action:

Enter task text and click the Create work order(s) button. All tasks will be placed in this table, and you can easily go to processing by clicking either the ID number or the three lines on the right:

You can easily see that a work order originates from an action plan when processing the work order:

Beyond that, work orders from action plans are processed in exactly the same way as all other tasks in LAFT.

When the last associated work order is completed, the user is given the option to also complete the action plan :

When all associated work orders have the status Completed, the action plan will automatically also have the status Completed:

It will be possible to see which action plans have work orders associated with them in the overview. If you do not see this column, or want to show/hide other columns, you can do this by clicking the Columns button to the right above the table. You can click on the number to go directly to the work order tab in the action:

In the overview you can choose whether you want to see already created action plans for one or more objects, as well as which budget period you want to see in the table. Period in overview (from-to year) filters out actions without a year within the plan period. Actions are still displayed if the cost is set to 0 for a year within the period.

In the filter, you can specify in more detail what kind of measures you want to see in the overview.

You can also filter by Variant ; that is, whether you want to see custom action plans, action plans from IK-bygg, or action plans from custom questions in checklists.

The "Get updated data from IK-Bygg" button retrieves costs and condition level from Internal Control, so you don't have to coordinate these manually. Above the table you have the option to export the action plans to PDF or Excel, and you can choose which columns you want to see/hide.

Several of the columns can be edited directly in the table, so you don't have to go in and edit the entire action plan. This applies to the following: Status, resource, building part, priority and costs (in the budget/year range).

In the main menu on the left, click on "Accounts". Here you have an overview of the accounts that have already been created, and you can create new ones. These should reflect the actual budget accounts in your municipality or organization.