Concept of Action Items

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.

• All manual Sub-Status cards. See Unit Summary. 

• Risks in the Risks tab. See Risk Management.

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 by email (emails are a subject of configuration).

How to Use Action Items

This section contains step-by-step procedures on how to create, complete, edit, or delete Action Items.

Create Action Item

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:

1. 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.

2. In the toolbox, click the check box icon. A check box appears on 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.

Complete Action Item

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

To complete an Action Item in Overall or sub-status card:

• Click the respective check box.

To complete an Action Item in the Risk Strategy Description:

1. On the the Risks tab, do one of the following:

   • Point to the required Risk, click the vertical ellipsis menu on the right, and then select Edit. 

   • Click the required Risk, and then, in the Risk Details dialog box, click Edit. 

2. In the consequent Edit Risk Details dialog box, select the check box of the required action item.

3. Click Save.

Edit Action Item

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

To edit an Action Item in Overall or sub-status card:

• Click the required Action Item and edit it directly.

To edit an Action Item in the Risk Strategy Description:

1. On the the Risks tab, do one of the following:

   • Point to the required Risk, click the vertical ellipsis menu on the right, and then select Edit. 

   • Click the required Risk, and then, in the Risk Details dialog box, click Edit. 

2. In the consequent Edit Risk Details dialog box, modify the required action item.

3. Click Save.

Delete Action Item

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.

To delete an Action Item in Overall or sub-status card:

• Click the required Action Item and delete it directly.

.

To delete an Action Item in the Risk Strategy Description:

1. On the the Risks tab, do one of the following:

   • Point to the required Risk, click the vertical ellipsis menu on the right, and then select Edit. 

   • Click the required Risk, and then, in the Risk Details dialog box, click Edit. 

2. In the consequent Edit Risk Details dialog box, delete the required action item.

3. Click Save.