Action Items Main Screen
- 09 Aug 2024
- 2 Minutes to read
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Action Items Main Screen
- Updated on 09 Aug 2024
- 2 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
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The IMS Action Items feature is used to assign tasks to colleagues in IMS.
Action Items Main Screen
To access the Action Items Main Screen:
- Click !Action Items at the top of your IMS Main Screen.
Select !Action Items to open Action Main Screen.You will be presented with the Action Items Main Screen which displays the Action Items List on the left half of the screen and the Action Item Details on the right half of the screen.
Action Items Main Screen.
Action Items List
The Action Items List is similar to other Grid Lists in IMS. By default, it displays the following columns:
| Column | Description |
|---|---|
| Action ID | A unique ID number assigned to an Action Item. |
| Title | A title used to describe the Action Item. |
| Object | Displays a link to an Object associated with the Action Item, if one has been assigned. |
| Action by | Identifies the Assignee responsible for the Action Item. |
| Status | Identifies the status of the item. Statuses can be defined in IMS Settings. |
| Urgency | Color-coded urgency assigned to an Action Item. Grey-Low, Green-Medium, Yellow-High. |
| Category | Categories can be assigned to Action Items. The available Categories can be defined in IMS Settings. |
| Due Date | Displays the Due Date of the Action Item, if assigned. |
| Reviewer | Identifies the Reviewer responsible for the Action Item. |
| State | Displays whether the Action Item is Open or Closed, based on the Status assigned to it. |
| Closed Date | The date that the Action Item was closed. |
Action Items List.Editing Action Items
To edit an Action Item:
- Select the Action Item row from the List.
The Action Item selected will open in the right half of the screen.
- Click Edit.
Click Edit to edit an Action Item.From this screen, you can edit the basic details of the Action Item, including the Title, Action by, Status, Urgency, Category Due Date, and Reviewer fields.
You can also add to the More Information section, which is a Rick Text control used to provide a detailed description of the Action Item. You can also add comments and attachments to an Action Item to help document the progress of the Action Item.
- Click Save when done editing.
Action Items Details.Note
The State of an Action Item is shown with a colored box (yellow for Open, green for Closed) in the top right hand corner of the Action Item. The State is based on the Status assigned to the Action Item.
Email Notifications
An email notification will be sent to both the Assignee and Reviewer when an Action Item has been updated or when a comment or document has been added to the Action Item. The email will contain a link directly to the Action Item in IMS.
Email Notification for Updated Action Item.
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