9.3.2. Action

In this section of the Execute QMR form, users can view actions from previous cycles of the management review (if applicable). They can also create new actions for the current 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, click here. For more information about the fields at the bottom of the form, click here.

1. View ( ): This button allows users to view a previous action.
   • In view mode, users cannot make any modifications. They can, however, download 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.
     • This form is a modified version of the New Action form found in the Action Items application. Although adapted for use in various contexts, it retains almost all the original fields and functionalities.

     • Add Action Item – Key Form Features

       When the Add Action Item form is adapted for use in the Management Review application, several configurations are applied automatically.
       

       
       

       • Source of the Action: By default, this field is set to Management Review.

         **Please note that the grid for assigning a specific instance from the chosen source is not included in this form because it applies only to actions created independently. Actions generated from other application sources are automatically linked to the relevant instance.

         
         
       • Form Submission Options: At the bottom of the form, users have access to the following options:
         
         
         
         • Save and Return: This button saves the action item and returns users to the Execute QMR form.
           
         • Save and New: This button saves the action item and opens a new form to create another action item.
         
         

       **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 either Discard Changes or Undo ( ).

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