To create an Action Item record:
- Go to your project. Ensure that you are in the User mode.
- Expand the Communications & Followup node and select Action Items. The Action Items log opens.
- From the BP log page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. The drafts are stored under Drafts.
- In Workflow Actions select the workflow action to take. In this case, your selection is Submit. This action activates Action Details.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Notifications log.
- Click Send to route the record to the Review step. Unifier displays a message stating that the record has been submitted successfully.
Note: You must enter a value in all required fields (*) before you can save the form. If a field is grayed out, no action is required.
Action Item tab
General
In this field: | Do this: |
|---|---|
Project Number | No action. |
Record Number | No action. |
Project Name | No action. |
Creator | No action. |
Name/Title | (Required) Enter a name for this action item. |
Creation Date | No action. |
Due Date | Select a date. |
Contract Reference | Select a contract that is associated with this action item |
Status | No action. This field is auto-populated. |
Action Item Information
In this field: | Do this: |
|---|---|
Priority | No action. This is a read-only field. |
Assigned To | (Required) Select the user you are assigning this action item to. |
Start Date | No action. This is a read-only field. |
Action Item Complete Date | No action. This is a read-only field. |
External Assignee? | Select Yes, if the action item is assigned to an external user. |
External Assignee Name | Enter the name of the external assignee. |
Action Item Approver Email | No action. This is a read-only field. |
Ext Company name | Enter the name of the external company. |
Enter the email address of the external assignee. | |
Action Item Approver | Select an approver for this action item. |
Additional Details
In this field: | Do this: |
|---|---|
Description | Enter a comprehensive description. |
Notes/Resolution | Enter your notes or resolutions. |
Details on Action Taken
In this field: | Do this: |
|---|---|
Brief Summary of Actions Taken | No action. This is a read-only field. |
Related Business Processes
In this field: | Do this: |
|---|---|
Action Item Type | This field is auto-populated. You can replace the text in this field. |
Meeting Number | No action. This is a read-only field. |
Punch List Record # | No action. This is a read-only field. |
Meeting Minutes Line Item | No action. This is a read-only field. |
Punchlist Line Item | No action. This is a read-only field. |
Action Details tab
This tab is enabled only after you select a workflow action.
In this field: | Do this: |
|---|---|
To | Enter email address of the recipients. |
Cc | (Optional) |
Task Notes | Click on the icon (Task Notes) to open Add Notes window and enter notes. |