Concept of Actions Tab

The Actions tab provides you with information about all action items created on your unit and unit(s) below. See Fig. 1.
The tab works as follows:

• Actions Tab aggregates all action items from the following sources:

….. ….. ▪ Overall Status or any Sub-Status card

….. ….. ▪ Annotation card  

….. ….. ▪ Risk (from Treatment Strategy Description field)

• Filter. Using Filter, you can filter actions by different conditions, from Status Dimensions through Due Date. See Fig. 2 later.

• Open/Close. Using the State parameter, you can close and then re-open any action item in the table.

• Edit. To edit an action item you have to open source widget of the action item by clicking on a selected action item.

For more details, see Action Items.

The Filter functionality allows filtering action items by different parameters represented in the Actions table, like Status Dimensions, Source (Risk/Status/Annotation), or even find actions related to annotation with a certain name.