11. Action Item Reminder

In this module, users can access a list of all ongoing action items. Users can selectively trigger reminders or notifications for these action items.

!Please note that automatic reminders for ongoing actions are already dispatched at key intervals: 30 days before, 7 days before, and on the day of the due date.

Search Panel

All fields inside the search panel act as search boxes. Any value inputted inside them will be used as search criteria to filter and retrieve data from the grid, if possible.

1. Action ID: This is a text field that allows users to filter by action ID.
2. Action Name: This is a text field that allows users to filter by the name of an action.
3. Action Item Owner: This is a single-select dropdown field that allows users to filter by action item owner.
4. Priority: This is a single-select dropdown field that allows users to filter by priority level.
5. Filter: This button filters the results according to the entered search criteria.
6. Clear Filter: This button clears the filters that were used in the previous search and allows users to again view the full data set.

Grid

In the grid, users can designate specific actions for reminders by selecting the corresponding Selected for Reminder checkbox.

*Selections can be saved by clicking the Save Changes button or simply by clicking outside the grid. To discard selections, click on the Discard Changes button.

1. Send Email Reminder: This button allows users to trigger email reminders for the selected actions.
   • A message will appear above the grid informing them of the sent email(s).
     
   • For each action, an email is sent to the assigned owner, providing details about the action and a reminder of its impending due date.

!If the corresponding task for an action item no longer exists in the system, users will be informed with a message in the form, and the reminder for that action will be blocked.

*To access additional options or actions related to the above grid, please utilize the kebab menu ( ) located in the upper rightmost corner.