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The Actions Planner maps compliance obligations into Action Areas, each containing distinct sets of requirements and tasks to be completed to meet your EHS regulatory.
Last updated: 06 Nov 2024
Introduction to ERM Libryo Actions
Explore the Actions module in the ERM Libryo Platform, a module designed to simplify the planning, management and performance monitoring of all actions that you are required to do to meet your EHS regulatory and other requirements, per Libryo Stream®.
At the core of the Actions module is the Planner, a tool that enables you to map out the specific actions required to address your organisation's compliance obligations. The Actions Planner displays Requirements categorised into Action Areas, which each comprise a combination of a Topic and a Control Type.
While every Libryo Stream® may have the same Action Areas, each may have distinct sets of Requirements. Alongside each Requirement, the system generates a list of Suggested Tasks. Suggested Tasks can be adopted, edited and used or alternatively, new Tasks can be created. All Tasks adopted or created must be completed (marked as done) by the due date, with the Actions Manager section.
In the Actions Manager section, the work planned in the Actions Planner is done. It provides a central hub for managing all your compliance tasks, allowing you to assign Tasks to people, follow and manage Tasks, and track progress. This streamlines collaboration, fosters accountability, and keeps your compliance efforts on track. Additionally, you can set a Priority and an Impact rating for each Task, helping you to understand the relative urgency and importance of the Tasks in the Action Plan, per Libryo Stream®.
Rounding out the Actions module is the Dashboard section, where users can view the progress of their work against the plan, through dashboards and other insights. Here, key metrics such as Total Number of Tasks, Overdue Tasks, Completion Rates, Impact Score and more metrics are visualised, allowing users to make informed decisions.
See the Performance dashboard in Multi-Stream® mode to see and compare the progress of all Libryo Streams® in your Org that you have access to.
Actions Planner: step-by-step
The Planner is your tool for planning the actions necessary to ensure that your business is managing all of the applicable regulatory and other Requirements on the ERM Libryo Platform. To access your Planner, follow these steps:
1. Navigate to the menu on your left and click on Planner under the Actions module.
2. In this section you have three ordering options available: By Topics, by Control Types, or by Requirements.
3. The Actions Planner is primarily organised into distinct Action Areas, which are universal categories used to organise and categorise your Requirements. Here you can ensure that you know what needs to be done, plan for it, and verify completion per Action Area.
4. You can view the Assigned team members for Tasks, the number of Requirements within each Action Area, the number of Tasks created, and the summary of the Status of all of the actions being managed per Action Area.
5. You can utilise the search function to find the Action Area you're looking for more quickly.
6. You can also filter your Tasks. Simply click on 
in the top left corner of your screen and choose the desired filter options from the drop-down menu, and then click Apply. 
Actions Planner - View ordered by Topics
1. Action Areas are ordered by Topics by default.
2. Within each Topic, the list of related Control Types is displayed.
3. The combination of a Topic and a Control Type ultimately forms an Action Area. Clicking on a specific Action Area allows you to discover further detail.
4. At the top of your screen, you can view the Tasks associated with the selected Action Area.
5. You can edit each Task's details by clicking on a specific Task. To learn more about each Task's functionality, see the section Tasks below.
6. Under Priority, you can change the Task's priority.
7. Under Status, you can change the Task's Status.
8. To change the Assignee, Impact, Priority or Status of multiple Tasks simultaneously, simply click the checkbox on your left and select the desired options for the selected Tasks.
9. Below, you can see the all Requirements associated with that specific Action Area.
10. Click on a specific Requirement to view its details.
11. On the right side, you can view the Requirements Details, Notes for that Requirement, and Read Withs.
12. On the left side, under Suggested Tasks, you can view all the Tasks that the Libryo AI suggests may be necessary for you to create against that particular Requirement in order to comply with it. Please note: these are suggestions, they may not all comprehensive nor all necessary. Please be diligent to add the Tasks you deem necessary to manage compliance at your company, and treat suggestions as one opinion.
13. Simply click on the 
symbol to adopt a Suggested Task for editing, before creating a new Task based off the Suggested Task.
14. You can make any changes to the suggested text, and then click Save to create the Task.
15. You also have the possibility to create your own Task from first principles by clicking on Create Task.
16. Capture the Task's information, such as its Title, Due Date, Priority, Description, and then click Save.
17. Once all Tasks created against Requirements within an Action Area have been successfully completed and marked as Done, the Action Area Status will then reflect as Done.
Actions Planner - View ordered by Control Types
1. In this viewing mode, Action Areas are ordered by Control Types.
2. Within each Control Type, the list of related Topics is displayed.
3. The combination of a Control Type and a Topic ultimately forms an Action Area. Clicking on a specific Action Area allows you to discover further detail.
4. At the top of your screen, you can view the Tasks associated with the selected Action Area.
5. You can edit the Task's detail by clicking on a specific Task.
6. Under Priority, you can change the Task's priority.
7. Under Status, you can change the Task's Status.
8. To change the Status of multiple Tasks simultaneously, click on the checkbox on your left and select the required Status for the selected Tasks.
9. Below, you can see the Requirements associated with the selected Action Area.
10. Click on a specific Requirement to view its details.
11. On the right side, you can view the Requirements Details, Notes for the Requirement, and Read Withs.
12. On the left side, under Suggested Tasks, you can view all the Tasks that the Libryo AI suggests may be necessary for you to create against that particular Requirement in order to comply with it. Please note: these are suggestions, they may not all comprehensive nor all necessary. Please be diligent to add the Tasks you deem necessary to manage compliance at your company, and treat suggestions as one opinion.
13. Simply click on the symbol to adopt a Suggested Task for editing, before creating a new Task based off the Suggested Task. 
14. You can make any changes to the suggested text, and then click Save to create the Task.
15. You also have the possibility to create your own Task from first principles by clicking on Create Task.
16. Provide the Task's information, such as its Title, Due Date, Priority, Description, and click Save.
17. Once all Tasks created against Requirements within an Action Area have been successfully completed and marked as Done, the Action Area Status will then reflect as Done.
Actions Planner - View ordered by Requirements
1. In this viewing mode, the Actions are ordered by Requirements.
2. On the bar above the Requirements, you can view the number of Requirements for which Tasks have been created in relation to the total number of Requirements in your Libryo Stream®.
3. Clicking on a specific Requirement allows you to see the Requirement Details (citations and text).
4. At the top of your screen, you can view the Tasks associated with a Requirement.
5. You can edit the task's details by clicking on a specific Task.
6. Under Priority, you can change the Task's priority.
7. Under Status, you can change the Task's status.
8. To change the status of multiple Tasks simultaneously, click on the checkbox on your left and select the required status for the selected Tasks.
9. Below, you will see the details of the Requirement by clicking on it.
10. On the right side, you can view the Requirements Details, Notes for that Requirement, and Read Withs.
11. On the left side, under Suggested Tasks, you can view all the Tasks that the Libryo AI suggests may be necessary for you to create against that particular Requirement in order to comply with it. Please note: these are suggestions, they may not all comprehensive nor all necessary. Please be diligent to add the Tasks you deem necessary to manage compliance at your company, and treat suggestions as one opinion.
12. Simply click on the symbol to adopt a Suggested Task for editing, before creating a new Task based off the Suggested Task.
13. You can make any changes to them if you wish, and then click Save.
14. You also have the possibility to create your own Task from first principles by clicking on Create Task.
15. Provide details such as the Task name, Description, Priority, Assignee, and Due On.
16. Once all Tasks created against a Requirement Detail have been successfully completed and marked as Done, the Requirement Status will then reflect as Done.
17. Once all Requirement Details within a Requirement have been successfully marked as Done, the Status of the entire Requirement itself will be labeled as Done.
Have any questions?
At ERM Libryo, we really want all our users to get the most from our system. We hope that this article was useful. If you still have some questions, please email us.