9.7.1. Execute Action Item

In the Execute Action Item form, users can manage the execution of a specific action associated with the quality event.

1. Status: This is single-select dropdown field that displays the list of statuses. It allows users to select the current status of the action item.
   • Statuses: Not Started, Has Started, In Progress, Completed, or Rejected.
     

     **Users are encouraged to consistently update the status of their action item to reflect their progress.

2. Accordions: The form includes several collapsible sections, known as accordions, which each serve a specific purpose.
   • Details of the Action
   • Additional Details
   • Observations and/or Evidence
     

     **The Observations and/or Evidence accordion is only included in this form if users confirm their acceptance of the action using the below radio button.

3. Do You Accept This Action: This is a radio button that allows users to select only one option from a set of mutually exclusive options. It is a mandatory field. Users can choose to either accept or reject the assigned action.
   • If Yes is selected, signifying acceptance, a new accordion called Observations and/or Evidence will appear in the form.
   • If No is selected, signifying rejection, the status of the action item will automatically change to Reject.
     

     **Users can similarly reject other actions listed in the Correct the Issue with Actions form.

!By making a choice regarding the acceptance of the action item, users define the path they will follow and the sections of the form that they will engage with.

4. Request an Extension: This button allows users to request an extension for the action deadline.
   • If selected, it will reveal the extension request section, where users can input their requested new due date and provide a reason for the extension.
     
     • Send Request: This button allows users to send the extension request to the assigned manager of the action, as determined by the Action Completion Reviewer dropdown in the Add Action Item form.
       • The assigned manager(s) will receive the Approve or Reject Extension Request form.
     • Cancel: This button allows users to cancel the extension request and hide the section.

   • Extension Request Status Tracking

     Action item owners can monitor the status of their extension requests. There are three possible states:
     
     

     • Extension Status: Pending indicates that the extension request is awaiting approval.
       
     • Extension Status: Approved indicates that the extension request has been approved.
       
     • Extension Status: Rejected indicates that the extension request has been rejected.
       

       !!Only one extension request is permitted per action item.

5. Action Completed: This is a checkbox that, when selected, allows users to mark the action as completed.
6. Save and Previous: This button allows users to save their changes and navigate to the previous action in the grid.
7. Save and Return: This button allows users to save their changes and return to the Correct the Issue with Actions form.
8. Save and Next: This button allows users to save their changes and navigate to the next action in the grid.

Note: If the action has been classified as an effectiveness check (in the Add Action Item form), the following field will be accessible in the form:

• Effectiveness Check Duration: This is a single-select dropdown field that retrieves the list of predefined durations. It allows users to specify the duration of the effectiveness check.
  • Durations are created in the Duration section of Action Item Setting.