Topic Action page

Action General Information

Displays the current field values that describe the action:

• The fields can be display-only, editable, or required. If a field is required, an asterisk (*) appears next to it and the action cannot be saved until you provide a value for the field.
• Each field accepts text, numeric, or date values, or provides a list of pre-defined values that you can select. If a value is not required in the field, you can select (a blank value) to indicate no value for the field. A field that accepts text may also offer a Select Available Values link so you can select one or more values from a list.
• Arrow icons may appear after the names of a pair of fields to show that they are a linked pair. For example, if fields for Country () and State () appear, the arrows indicate that you must select a value for the Country field first and then select a value for the State field. You cannot select a State value first: the values available for State depend on the Country you select.
• To save changes in the Action General Information section, click Save.

Note: The Save button affects only the Action General Information section of the topic. You do not need to click Save after you work with other sections of this page.

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Action Comments

Displays each comment added to the action. When in the edit mode, you can click Add Comment to add a comment. When a comment is added it cannot be modified or removed.

Note: This section displays only if your topic workflow configuration allows action comments.

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Action Attachments

Displays information about each item attached to the action. Your topic workflow configuration determines the types of attachments you can add, such as files, URLs, free text notes, or Empirica Signal objects. When in the edit mode, you can click Add Action Attachment to add a document-style attachment (for example, file, URL, or note).

View Source Details

Comments 

Edit 

Delete

History of Action General Information

Displays information on changes that have taken place for the action. A new row is added to the table each time you click Save in the Action General Information section.

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Action name

Name of the action.

Action description

Description of the action.

Action state

Indicates the state of the action in the workflow. States are defined by your organization to represent the expected workflow and are specified in the topic workflow configuration.

A warning message may appear if you try to assign a final state to an action before a comment or attachment has been added.

Assigned to user

User to whom the action is assigned. By default, an action that you add is assigned to you. If you assign the action to a different user, that user can see and act on the action.

Available users are those in all work teams of which you are a member.

Planned completion date

Planned date for the completion of the action

Actual completion date

Date the action was completed.