16.4.1.1 Create an Action

You must create an action for the issue that has been created. To create an action for the above issue, complete the following steps:
  1. On the Home page, click the Inbox button.
    The Inbox page is displayed.
  2. On the Inbox page, click the issue you have created just now.
    The Issue Details page is displayed.
  3. Navigate to Actions tab, click Create.
  4. Provide the following information.

    Table 16-4 Actions Field Names and Description

    Field Name Description
    Name Type a unique name for the action related to the Issue.
    Description Type a description for the action you are creating.
    Action Type Select the required Action Typeas Data Accuracy- Rule Extensions.
    Criticality

    Set one of the following criticality levels for the action:

    • Low
    • Medium
    • High
    Start Date Select the start date on which you need this action to be executed.
    Target Date Select the date by which you need this action to be executed.
    Owner Assign the required owner for the action.
    Comments Add comments for the action, if required.
    Attach Documents Use this field to upload any document that is useful to elaborate on this action. The file format can be of type: .xls, .pdf, .txt or .doc.
  5. Click Save.
  6. Click outside the Action Details page to close it. The new action is listed on the Inbox page with the status marked as New along with the other action details.
  7. The assigned owner opens the created action from the Inbox.
  8. Navigate to Control Extensions page. You will have options to Create Rule, Edit Rule, Create Group, and Edit Group.