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Health Status Dimensions widget: Overall status (Fig. 1). See Health Status Dimensions.
All manual Sub-Status cards. See Unit Dashboard.
Risks in on the Risks tab page (Fig. 2). See Risk Management.
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Click the Overall pane to call the formatting toolbox. To create an action item, you can also type [] in a new line, and then press the Space key.
In the toolbox, click the check box icon. A check box appears on the Overall pane.
Type name of the action item.
Using the system prompt, select the assignee.
Using the system calendar prompt, select the date. Otherwise the system applies default due date in 30 days from the date of creation.
Click Save.
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Complete/Re-open Action Item
Complete an action if it is done, or re-open it if it appeared to be not completed yet.
Navigate to the Actions Page and choose appropriate status in the State column, or, navigate to a source of an action item and follow the instructions below.
To complete an Action Item in Overall or sub-status card:
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To complete an Action Item in the Risk Strategy Description:
On the the Risks tab page, click the required Risk, and then, in the Risk Details dialog box, click Edit.
In the consequent Edit Risk Details dialog box, select the check box of the required action item.
Click Save.
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To edit an Action Item in the Risk Strategy Description:
On the the Risks tab page, click the required Risk, and then, in the Risk Details dialog box, click Edit.
In the consequent Edit Risk Details dialog box, modify the required action item.
Click Save.
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To delete an Action Item in the Risk Strategy Description:
On the the Risks tab page, click the required Risk, and then, in the Risk Details dialog box, click Edit.
In the consequent Edit Risk Details dialog box, delete the required action item.
Click Save.
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