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You can create action items in Health to track any important tasks, for example, ones that are related to action plans dedicated to make making improvements in some areas of delivery, or mitigating risks etc.
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Besides action text itself, action items have a deadline (due date), and can be assigned to a responsible person.
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Note: Certain elements and widgets are subject to configuration and may appear different from what you see in your specific installation. |
You can create them in the following Health widgets:
Health Status Dimensions widget: Overall status (Fig. 1). See Health Status Dimensions.
All manual Sub-Status cards. See Unit Dashboard.
Risks on the Risks page (Fig. 2). See Risk Management.
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If you have an action item created for yourself or assigned to you, the Health application sends you notification emails (if configured for your application) 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 by email.
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This section describes how to create a check-boxed action item with assignee and date in the Overall pane. The same procedure applies to sub-status cards and Risk Strategy Description.
To create a check-boxed action item:
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To complete an Action Item in Overall or sub-status card:
Click the respective check box checkbox and then Save or click outside the text box.
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To complete an Action Item in the Risk the Risk Strategy Description:
On the the Risks 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 checkbox of the required action item.
Click Save.
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You can edit text, assignee and due date of any action item. Do To do this, open it’s source (status-card, risk, annotation card) and open its edit mode.
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To edit an Action Item in the Risk the Risk Strategy Description:
On the the Risks 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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The procedure of deleting an Action Item depends on item-containing widget. In the Risk Strategy Description, you need to go to the Edit mode.
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To delete an Action Item in the Risk the Risk Strategy Description:
On the the Risks 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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