Concept of Action Item

This section contains general information about action item availability and respective system notifications. 

You can create action items in the following Health widgets:

• Health Status Dimensions widget: Overall status. See Health Status Dimensions.

Fig. 1.....Health Status Dimension: Action items in the Overall description

• All manual Sub-Status cards. See Unit Summary. 
  
  
  Fig. 2.....Sub-status card: Action items in status description
  
  
  
  
• Risks in the Risks tab. See Risk Management.
  
  
  Fig. 3.....Risk creation dialog box: Risk Treatment Strategy Description: Action items
  
  
  

If you have an action item created for yourself or assigned to you, the Health application sends you notification emails in the following cases:

• Assignment. As soon as somebody assigns you an action item, the system notifies you.
• Due Date. Two business days before the due date of an action item in the Opened state.
• Overdue Action Item. If at the due date time an action item is not in the Done state, the system notifies you.

How to Use Action Items

tbd

Create Action Item

This section describes how to create a check-boxed action item with assignee and date in the Current Summary & Actions Overall pane.

To create a check-boxed action item:

1. Click the Current Summary & Actions Overall pane to call the formatting toolbox.

   Tip
   icon false
   To create an action item, you can also type [], and then press the Space key.

   
   

2. In the toolbox, click the check box icon. A check box appears on the Current Summary & Actions the Overall pane.
3. Type name of the action item.
4. Using the system prompt, select the assignee.
5. Using the system calendar prompt, select the date. Otherwise the system applies default due date in 30 days from the date of creation.
6. Click Save.

 Image Image Added

Fig. 1.....Tbd tbd tbdTCreate Action Item 

Complete Action Item

tbd

Edit Action Item

tbd

Overall Status and Sub-Status Cards

To edit an action items:

1. Select an action item. The system displays the rich text editor formatting bar.
2. Modify text and formatting of the action item.
3. Click Save.

Risk Treatment Strategy

To edit or select an action item:

1. On the the Risks tab, select the required risk. The system displays menu as three vertical dots on the right. 
2. Click the menu, and select Edit. The system opens the Edit Risk Details dialog box.
3. Modify the required risk.
4. Click Save.

 Image

Fig. 1.....Tbd tbd tbd

Delete Action Item

This section describes how to delete an action item in Overall status, Sub-Status cards, and in Risk Treatment Strategy description.

Overall Status and Sub-Status Cards

To delete an action item:

1. Select an action item, and click the Delete key on the keyboard.
2. Click Save.

Risk Treatment Strategy

To delete an action item:

1. On the the Risks tab, select the required risk. The system displays menu as three vertical dots on the right. 
2. Click the menu, and select Edit. The system opens the Edit Risk Details dialog box. See Edit Action Item.
3. Select the required action item, and click the Delete key on the keyboard.
4. Click Save.