You can define an unlimited number of steps to mirror your business processes. Additionally, you can specify mandatory and optional documents, tasks, or parts that need to be completed in each phase. If any mandatory documents are required, the process cannot advance to the next stage or gate until all necessary documents are created, reviewed, and approved. This makes the Action Module a powerful tool for enforcing corporate best practices and guiding employees through their tasks.

New actions are initiated with each new task, with resources assigned and deadlines set for each phase or gate.

Managers can monitor all activities across the company in real-time, enabling better decision-making, prioritization, and follow-up. Employees benefit from easy access to relevant tasks, with personalized process overviews that list activities in order of priority.

The process definitions, written in simple XML, are usually managed by the company itself.

The Action Module enables companies to implement processes that align with established practices like ISO standards, ITIL, GAMP, and others.

These processes can reference specific document types, which are easily created with a single click from within the process itself. By generating documents this way, the system ensures that the most current and valid template is always used, as document templates are also controlled and subject to revision.

Increase efficiency with the Action Module. Clear, well-organized actions combined with document management in an Action context streamline your team's workload. Instead of wasting time searching for the correct document template or locating relevant project files, your staff can focus on their work, confident that the system maintains accurate and professional documentation.

The Action Module also supports the re-use of documentation, further enhancing productivity.

The Action Module is designed around the Stage-Gate model. By default, each stage is assigned one or more resources (users), and each gate is given a specific deadline, ensuring clear responsibilities and timelines throughout the process.

Highstage offers a robust search grid that elevates action status and performance to a management level. This allows for easy identification of delays and bottlenecks at both the corporate and project levels.

Reports can be generated at any level—either ad-hoc or saved for future use in formats like Excel, Power BI, or similar tools. A live database connection ensures reports are always updated with the latest information. The more the Action Module is utilized, the more it can enhance Power BI business intelligence across the organization, making real-time insights readily available.

For data that doesn’t need to be stored directly in the process, the Action Module, in combination with the Document Module, supports the use of files and folders. This feature enhances knowledge sharing within the company by making not only metadata but also relevant files and folders accessible across the organization. Each action type can have its own version-controlled templates with associated files, guiding users through task completion.

Once all mandatory action documents are created, reviewed, and approved, the Action Module can export the necessary documentation as a complete package. Multiple export definitions can be set up, allowing customization of which document and file types are included. This feature is ideal for compiling technical documentation for suppliers or submitting document packages to notified bodies.

Additionally, the Highstage Mail Journal can be used to send the document package and track any related correspondence.