9.3.2. Action

In this section of the Execute MR form, users can access actions that were set up for previous iterations of the management review (if applicable). They can also create new actions to implement for the current management review.

*If this is the first instance of the management review, the Previous Actions grid will be empty.

*For more details on the type of grid displayed in this section of the form, click here. For more information regarding the fields at the bottom of the form, click here.

1. View ( ): This button allows users to view a previous or new action.
   • In viewing mode, users cannot make any modifications. They can, however, download any attached files and access/download any available templates.
2. Add: This button allows users to add a new action.
   • If selected, it will display the Add Action Item form.
     

     **As actions are added, they populate the grid. To perform additional customization and review, users can either click on the Edit ( ) icon beside each action or double-click on the action itself.
     
     

3. Delete ( ): This button allows users to delete an action.
   

   **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

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