13.2. List of Action Items (Admin)

This module allows administrators to access and manage all action items created within the application. Action items may be in progress, undergoing approval, or already approved.

Using the Module:

1. Filtering Actions

Use the search panel to filter data displayed in the grid. The following fields are available:

• Action Name: Enter the full or partial name of the action to locate specific records.
  
• Owner: Select the user responsible for executing the action.
  
  • This dropdown dynamically loads active users in the system.
    
• Filter: Click this button to apply the selected filters and refresh the grid with matching results.
  
• Clear Filter: Click this button to reset all filters and restore the full dataset.

2. Managing Actions

Users can perform the following actions:

• Editing Actions: Modifications can be made using either of the following methods:
  
  
  • Modal Editing: Click the Edit ( ) button or double-click an action entry to open the editing window.
    
    
  • Inline Editing: Change an action’s status directly in the grid by selecting or deselecting the checkbox in the Active column.

    *An action’s status determines its inclusion in an operational plan—active actions are included; inactive ones are not.

3. Saving & Discarding Changes

• Save Changes: Click the Save Changes button or click outside the grid to apply modifications.
  
  
• Discard Changes: Click the Discard Changes button to revert any unsaved modifications.

*For additional options or actions related to the grid, use the kebab menu ( ) located in the upper-right corner.