16.3.2.1 Create an Action

To create an Action, perform the following steps:

1. Navigate to the Inbox by clicking the Inbox button on the Home page.
   The Inbox page is displayed.
2. On the Inbox page, select the required Issue for which you need to create an Action.
   The Issue Details page is displayed.
3. On the Actions tab, click Create.
4. Set the following values.

   Table 16-2 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 related to the Issue.
   Action Type	Select the required Action Type: Data Adjustments - DQ Errors Data Adjustments - Others Data Adjustments - Regulatory Reporting Reconciliation Adjustments Others Catalog Extension: Use this to extend the out-of-the-box Data Structure. Note: If you select the Adjustment based Action Type, then on the Action Details page, Adjustments Tab is displayed, where you can create an Adjustment for the Action. If you select the Catalog Extension Action Type, then on the Action Details page, Extension Tab is displayed, where you can create a Business Term for the Action.
   Criticality	Set one of the following criticality levels for the Action: Low Medium High
   Start Date	Select the beginning date in the range on which you need this Action to be executed.
   Target Date	Select the last date in the range within 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 to attach documents relevant for this Action. The file format can be of type: .xls, .pdf, .txt and .doc

5. Click Save.
   A confirmation message is displayed.
6. Acknowledge the confirmation message.
7. 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.