- User Guide and Online Help
- Use Oracle Empirica Topics
- Work with actions
- Edit the general information about an action
Edit the general information about an action
You can edit the name, description, and any custom fields defined for actions by the topic workflow configuration.
- In the left navigation pane, click the Topic Management
icon (
).
- Click the Actions tab.
- Click an action's Row Action menu (
), and then click Edit.
- Update the general information as needed then click
Save.
Field descriptions—General Information
Required fields are indicated by a red asterisk.
Field Description Action state
Indicates the state of the action in the workflow. States are specified in the topic workflow configuration to represent the expected workflow.
Action type
Category of defined action; for example, literature search.
Action name
Name of the action.
Action description
Description of the action.
Keywords
Free text to filter the topics that appear in a table.
Assigned to
User or work team to whom the action is assigned. By default, an action that you add is assigned to you.
Available users and work teams are determined by the Visible to work team selection.
- Users: Members of the Visible to work team(s) selection with Edit Topic/Action work team permission.
- Work teams: All work teams with the Assign to work team property enabled and at least one active member in the Users list.
Start date
The date that the action begins. If you change it and the planned completion date is filled in, the Planned completion date changes to retain the interval between these dates.
Planned completion date
Anticipated completion date for the action. Enter the date in the text box or click the Calendar control and select a date.
Actual completion date
Actual date that the action was completed. Enter the date in the text box or click the Calendar control and select a date.
- (optional) View or edit additional information about the topic action by
selecting a tab from the left navigation pane:
Note:
The Save button affects only the General Information section of the action. Do not click Save after you work with other sections of this page. Any changes to other sections are saved immediately.- To view or add comments associated with the action, click Comments.
- To view or edit attachments associated with this action, click Attachments.
- To view the history of this action, click History.
Parent topic: Work with actions