10.3. Action Items List (Admin)

Only users with administrative rights can access this section of the BCM application. Similar to the Action Items List module, here, administrators can access a list of all action items. (These action items can be in the approval cycle or already approved.) Unlike the previous section, however, here, administrators are able to both edit action items and determine whether or not they are active.

Search Panel

The search panel helps users to filter requests that match the search criteria. It consists of the following search fields:

1. Action Name: This is a text field that allows the users to input the action name.
2. Owner: This is a single-select dropdown field that allows users to select the owner of the action. It allows users to select only one value at a time from the dropdown.
3. Filter: This button retrieves the list of requests that match with the search (based on the values you entered).
4. Clear Filter: This button clears the filters that were used in the previous search.

Grid

1. Edit: This button allows users to edit an action item.
   • To edit an action item, select the action item that you want to edit from the grid and click on the Edit button. It will open a pop-up window with the form Edit Action Items. To save your changes, click on the Apply button at the bottom of the form.
2. Inline Edit: This button allows users to edit inside the grid. Here, it specifically allows users to manually select/deselect the Active checkbox.
   • To edit inline, select the action item that you want to edit from the grid and click on the Inline Edit button.
3. Export to Excel: This button allows users to export selected columns from the grid to Excel.
4. Excel Template: This button allows users to generate an Excel template of the grid.
5. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.