The My Actions Widget allows users to view a list of items they are actively engaging with. Customizing “My Actions” will allow users to view multiple different actions a user must perform in one or multiple Widget windows based on personal preference.

Please follow the instructions below to customize the “My Actions” Widget.

1. Upon login, you will be greeted with the following page:

2. To add widgets to your home page, navigate to the the button and select the widget you want to add from the Dashboard Manager

3. Once the “My Actions” Widget has been added to the Home page, select the icon at the top right corner of the Widget and select the button.

4. Users will have 3 major fields that can be edited in the “My Actions” Widget

5. After customizing the settings, click on the button to save the changes made.

My Actions Widget Settings Parameters

In this page there are two variables that a user can set in order to customize to improve user experience.

Item Setting Purpose
A Name Allows user to customize the title of Widget
B Display the Following Pending Items Display specific actions a user is responsible to take
C Hide Name Hide the name of the widget

A. Name: The “Name” Section will allow a user to customize the name of the Widget. To edit the “Name” section, please follow the instructions below

i. Navigate cursor over existing name box

ii. Edit name by selecting name box and typing in desired name

B. Display the Following Pending Items: This function allows users to view their different actions and pending approvals.

i. Navigate cursor over viewing panel

ii. Click on the task bar, which will generate a drop-down menu

iii. Select/Deselect desired object(s) to be featured in Widget window by navigating cursor and clicking on respective objects. Additionally, the drop-down menu features and buttons that can be used for mass selection.


Action Description
Approval For approval cycles on an object. The user must be assigned as an approver.
Confirmation For newly published objects on which the user has a RASCI-VS value.
Endorsement For endorsement cycles on an object. The user must be assigned as an endorser.
IR to Implement For IRs needing implementation. The user must be assigned as Implementer and the status of the IR must be “To Implement”
IR to Publish For IR changes needing publication. The user must be assigned as Implementer and the status of the IR must be “Implemented”
IR to Review For IRs needing approval. The user must be Accountable on the object and there must be a new IR on the object
New Revision Update to Review For objects that have changed status from Published to In Progress. The user must be assigned as Implementer on the object
Out of Sync For objects that are out of sync. See Data Harmonization for more details.


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