Create a New Action

New Action Modal Field Explanations

Field

Explanation

Group

Input the Title of the Action Group this action should be associated with.

If the Action Group the action is to be associated with has already been created, it will be available on the Group dropdown menu. If the action group has not been created, see notes on how to add one below.

Action Number

Action Numbers are used to differentiate each task in a chronological order.

Actions within the same Action Group cannot have the same Action Number. You can leave the field blank. You can also input text if you wish to use the alphabet as way to categorize actions.

Title

Input the title of the action.

Description

Input the description for the action.

Tags

Open, Permissive, and Restrictive Tags can be applied to individual actions.

Source

The Source field is intended to serve as an input for the source of the action. Source is a free text field, allowing you to input any desired response. Customer, Internal Request, a user’s name, role or department are all examples of potential Source field categories.

Due Date

Input the date the action must be completed by.

Relevant due dates cannot be imported. That feature is specific to Action Group Templates.

Workflow

Select a default workflow (basic, basic with approval, complex) or a customized workflow specific to your organization.

Status

The status of the action is based on the workflow selected.
Basic: Open, Closed

Basic with Approval: Open, Pending Approval, Closed
Complex with Approval: Open, Scheduled, In Progress, Completed, Cancelled

Actions can be imported into an active status and not just the first phase of the workflow.

Action Approvers

Input the users (by username or First Last Name) that can approve an action. Action Approvers cannot be assigned to roles or access levels. Multiple users can be designated as an action approver. Use a semicolon to separate individuals assigned to an action.

Interested Parties

Input the users (by username or First Last Name) or Certification Roles that are identified as Interested Parties. Multiple users or roles can be designated as an Identified Party. Use a semicolon to separate users/roles.

Assigned To

Input the users (by username or First Last Name) that an action is assigned to. Actions cannot be assigned to roles or access levels. An Action can be assigned to multiple people. Use a semicolon to separate individuals assigned to an action.

Due Date

Input the date the action must be completed by.

Warn Before (Days)

Input a numerical value for the number of days ahead of the due date you want users to get a system email alert reminder of the outstanding action (converting from blue to yellow status).

Action Response

The information input into the Action Response field will add a comment to the action task when imported, prefaced with “The following response was imported.”