3.3.8 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 3-2 Actions Field Names and Description

   Field Name	Description
   Action Type	Select the required ActionType: Data Adjustments - DQErrors 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. Data Entry: Use this if you want to edit data to the master table directly. This allows to edit data through Data Entry forms and through Excel upload as well.
   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 beexecuted.
   Target Date	Select the last date in the range within which you need this Action to be executed.
   Owner	Assign the required Owner for theAction.
   Comments	Add comments for the Action, ifrequired.
   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. Acknowledge the confirmation message.

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.