{"id":884,"date":"2022-07-27T07:57:27","date_gmt":"2022-07-27T07:57:27","guid":{"rendered":"https:\/\/help.iristrace.com\/docs\/como-generar-y-asignar-un-plan-de-accion-en-un-checklist\/"},"modified":"2022-11-08T08:49:22","modified_gmt":"2022-11-08T08:49:22","password":"","slug":"como-crear-un-plan-de-accion-en-un-checklist","status":"publish","type":"docs","link":"https:\/\/help.iristrace.com\/es\/docs\/como-crear-un-plan-de-accion-en-un-checklist\/","title":{"rendered":"C\u00f3mo crear un plan de acci\u00f3n en un checklist"},"content":{"rendered":"\n<p><strong>Descubre la manera m\u00e1s \u00e1gil y sencilla de crear un plan de acci\u00f3n durante el proceso de completar un checklist. Aseg\u00farate de comunicar y poner en marcha una soluci\u00f3n al problema encontrado.<\/strong><\/p>\n\n\n\n<p>Utiliza los planes de acci\u00f3n para notificar a la persona responsable que hay puntos pendientes de solucionar relacionados con alguna de las preguntas del checklist que est\u00e1s completando.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"[Iristrace Academy] - Crear Plan de Accio\u0301n\" src=\"https:\/\/player.vimeo.com\/video\/767291064?h=e067c8c3b4&amp;dnt=1&amp;app_id=122963\" width=\"800\" height=\"450\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">1. Crea un plan de acci\u00f3n desde el checklist pulsando en la opci\u00f3n correspondiente<\/h2>\n\n\n\n<p>A medida que est\u00e1s contestando un checklist en Iristrace, si detectas una incidencia puedes crear un plan de acci\u00f3n directamente en la pregunta, y se queda asociado al checklist que lo ha generado. <\/p>\n\n\n\n<p>Para ello, simplemente pulsa sobre el icono de crear un plan de acci\u00f3n al pie de la pregunta correspondiente.<\/p>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-2-1024x576.jpg\" alt=\"\" class=\"wp-image-3240\" srcset=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-2-1024x576.jpg 1024w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-2-300x169.jpg 300w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-2-768x432.jpg 768w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-2-12x7.jpg 12w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-2-36x20.jpg 36w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-2-48x27.jpg 48w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-2.jpg 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">2. Rellena la informaci\u00f3n necesaria para crear el plan de acci\u00f3n<\/h2>\n\n\n\n<p>Para lanzar el plan de acci\u00f3n es necesario registrar cierta informaci\u00f3n previamente:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-1-1024x576.jpg\" alt=\"\" class=\"wp-image-3244\" srcset=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-1-1024x576.jpg 1024w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-1-300x169.jpg 300w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-1-768x432.jpg 768w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-1-12x7.jpg 12w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-1-36x20.jpg 36w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-1-48x27.jpg 48w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/11\/MicrosoftTeams-image-1.jpg 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">T\u00edtulo<\/h3>\n\n\n\n<p>Un <strong>t\u00edtulo<\/strong> que pueda identificar nuestro plan de acci\u00f3n.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Descripci\u00f3n<\/h3>\n\n\n\n<p>Una <strong>descripci\u00f3n<\/strong> que ayude a describir qu\u00e9 ha sucedido.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Plantilla<\/h3>\n\n\n\n<p><strong>Plantilla de plan de acci\u00f3n<\/strong> (<a href=\"https:\/\/help.iristrace.com\/es\/docs\/como-crear-plantillas-para-planes-de-accion\/\">que debe existir previamente<\/a>) que se va a utilizar.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Usuario<\/h3>\n\n\n\n<p><strong>Persona\/usuario<\/strong> a la que se asigna para su resoluci\u00f3n.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Fecha de planificaci\u00f3n<\/h3>\n\n\n\n<p>Una <strong>fecha de planificaci\u00f3n<\/strong> para el nuevo plan de acci\u00f3n.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Fecha de vencimiento<\/h3>\n\n\n\n<p>Es opcional, pero configurar una <strong>fecha de vencimiento<\/strong> ofrece la oportunidad de controlar qu\u00e9 planes de acci\u00f3n se est\u00e1n llevando a cabo, en qu\u00e9 estado est\u00e1n, y lo m\u00e1s importante, si se solucionan a tiempo o no.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">IMPORTANTE<\/h2>\n\n\n\n<p>Actualmente, no es posible crear planes de acci\u00f3n cuando est\u00e1s <a href=\"https:\/\/help.iristrace.com\/es\/docs\/como-responder-un-checklist-sin-conectividad-modo-offline\/\" target=\"_blank\" rel=\"noreferrer noopener\">trabajando en modo offline<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Descubre la manera m\u00e1s \u00e1gil y sencilla de crear un plan de acci\u00f3n durante el proceso de completar un checklist. Aseg\u00farate de comunicar y poner en marcha una soluci\u00f3n al problema encontrado.<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[85],"glossaries":[],"doc_tag":[70,87],"class_list":["post-884","docs","type-docs","status-publish","hentry","doc_category-checklists-es","doc_tag-checklists-2","doc_tag-plan-de-accion-2"],"year_month":"2026-04","word_count":299,"total_views":"512","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"David Garrido","author_nicename":"davidg","author_url":"https:\/\/help.iristrace.com\/es\/author\/davidg\/"},"doc_category_info":[{"term_name":"Checklists","term_url":"https:\/\/help.iristrace.com\/es\/docs-category\/checklists-es\/"}],"doc_tag_info":[{"term_name":"checklists","term_url":"https:\/\/help.iristrace.com\/es\/docs-tag\/checklists-2\/"},{"term_name":"plan de acci\u00f3n","term_url":"https:\/\/help.iristrace.com\/es\/docs-tag\/plan-de-accion-2\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/docs\/884","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/comments?post=884"}],"version-history":[{"count":6,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/docs\/884\/revisions"}],"predecessor-version":[{"id":3247,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/docs\/884\/revisions\/3247"}],"wp:attachment":[{"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/media?parent=884"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/doc_category?post=884"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/glossaries?post=884"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/doc_tag?post=884"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}