Knowledge base

All you need to know about the PCT

Tasks and measures

What is a task?

A task is an activity that must be performed to maintain the management system.

What is a measure?

A measure is an activity that must be performed to be compliant.
For example, if a discrepancy or problem is found during the execution of task, a measure must be taken for it.

How do I add a measure?

A measure is always linked to a form. On the forms where it is possible to add a measure, you will see a + button.

After the measure is added, the measure can be found in the measures and tasks overview. This overview can be found in the left navigation.
It is also possible to add a measure to the form from the measures and tasks overview.

It is important that you always add a person responsible and a planned completion date to the measure, otherwise it will be an incomplete task.

The task should always be linked to a responsible person, because someone needs to complete it. Also, the responsible person should know when this task should be completed.

Where can I find the overview of all tasks?

All tasks and measures are automatically loaded from the various forms into the measures overview. In the accompanying statistics dashboard you have direct insight into the completed and expired tasks and measures.

Where can I find the overview of all measures?

All tasks and measures are automatically loaded from the various forms into the measures overview. In the accompanying statistics dashboard you have direct insight into the completed and expired tasks and measures.

What is a monthly report?

Each month a report is automatically sent to specific users within a customer environment. Often these are administrators and management or board members.
The monthly report includes an overview of:
– all overdue tasks
– the upcoming tasks in the next 30 days
– incomplete tasks

I am not receiving monthly reports?

The consultant, in consultation with the administrators of the PCT, sets up which users will receive monthly reports. Often these are the administrators of the PCT and management or directors. Should this need to be adjusted, please contact us via support@proactivecompliancetool.nl.

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