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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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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 the 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 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.
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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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On 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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The procedure of deleting an Action Item depends on the item-containing widget. In the Risk Strategy Description, you need to go to the Edit mode.
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