9.1.3. Action Items

In this section of the Create New Incident form, users can create new actions that need to be taken in response to the incident.

*For more details on this type of grid and its features, click here.

1. Add: A button for adding an action item to the incident report.
   • Selecting this button displays 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 Incident application, several configurations are applied automatically.
       

       
       

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

         **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: A button for saving the action item and returning to the Create New Incident form.
           
         • Save and New: A button for saving the action item and opening 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.
       
       

2. Delete ( ): A button for deleting an action item.
   

   **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 ( ).

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