The feature you use to create actions depends on whether you want to create actions individually, or many actions at the same time:

Create actions individually

Click Human Resources> Actions.
Press CTRL+N to create a new line.
In the Descriptionfield, enter a brief description of the action.
In the Type relationfield, select from:
- Action type- Create an action of a particular type. If you selected a strategic plan in Plan, the system verifies that the plan type's Action groupcontains the action type you select in Relation.
- Template- Create multiple actions based on an action template. Settings for the Action type templatesare suggested for the action's Description, Person in charge, and Priorityfields.
In the Relationfield, select either an action type or a template, depending on your selection in Type relation.
Complete the remaining fields.

Create many actions at the same time

Click Human Resources> Periodic> Mass creation> Create actions.
In the Descriptionfield, enter a brief description of the action.
In the Type relationfield, you can choose from:
- Action type- Create an action of a particular type. If you selected a strategic plan in Plan, the system verifies that the plan type's Action groupcontains the action type you select in Relation.
- Template- Create multiple actions based on an action template. Settings for the Action type templatesare suggested for the action's Description, Person in charge, and Priorityfields.
In the Relationfield, select either an action type or a template, depending on your selection in Type relation.
Click Selectto open the Inquirydialog box.
In the Criterialist, select the employees for whom you want to create actions.
Complete the remaining fields.

Note
On the Questionnairetab you can select one or more questionnaires that you want the people responsible for the action to answer. If you are using an action template, the questionnaire is attached to the first action type in the template.