9.1. New Action Item

In the New Action form, users can create a new action item.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Action Item Name: This is a text field that allows users to input the name of the action item. It is a mandatory field.
2. Priority: This is a single-select dropdown field that displays the list of priority levels. It is a mandatory field.
   • Priority Levels: High, Medium, Low.
3. Due Date: This is a date picker field that allows users to input/select the due date for the action. It is a mandatory field.
4. Action Completion Reviewer: This is a single-select dropdown field that retrieves the list of users, roles, and groups in the system. It is a mandatory field. It allows for the selection of the user, role, or group responsible for reviewing the completion of the action.
5. Action Item Owner: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. It allows for the selection of the user responsible for executing the action.
6. Accordions: The form includes several collapsible sections, known as accordions, which each serve a specific purpose.
   • Details of the Action
   • Additional Details
7. Submit Form: This button allows users to submit the completed form.
   • Once the New Action form has been submitted, the assigned action item owner will be tasked with executing the action.