Action Management
How do I add and close action items?
How do I add a new action item?
- From the menu, access the Action Items page.
- Select Add.
- Provide the Title, Description, and Location for the action item.
- Using the dropdown, select the level of Priority.
- Use the calendar icon to select the Due Date.
- Using the dropdown or quick search function, select the name of the person assigning the action item (Assigned By). Then, use the calendar icon to select the Date Assigned.
Quick Search to find a username
Avoid spelling mistakes and ensure you’re addressing the correct person by entering any three letters of their name to generate a list of matching names.
- Using the dropdown menus or quick search function, enter the user(s) for the Assigned To and Action Owner fields. These two fields can refer to the same person or two different people.
- Select Save.
- After an action item is in the Draft status, you can assign it by selecting Assign.
How do I close action items?
Once an action item is assigned, the Assigned To and Action Owner can add information in the Progress Notes section by selecting Add Note, then select Complete to close.
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