Add a topic action

A topic action is an activity that has been identified as contributing to the understanding or resolution of a topic. Examples of activities that you may track with actions include:

·        Performing research such as literature searches.

·        Scheduling project meetings or milestones.

·        Documenting follow-up work.

Like topics, actions store information in a structured set of fields, and are given workflow states to track their progress from creation to completion. An action can be assigned to the same user that is currently assigned to the topic or to a different user.

1.         In the left navigation pane, click the Topic Management icon (Topic Management icon).

2.         Click a topic's Row Action menu (Row Action menu icon), and then click Edit.

3.         On the Edit Topic page, select Actions from the left menu.

4.         Click Add Action.

5.         Specify values for the fields.

·      Each field is display-only, editable, or required. If a field is required, an asterisk (*) appears next to it and you cannot save the action until you provide a value.

·      Each field accepts text, numeric, or date values, or provides a drop-down list of predefined values that you can select. If a value is not required in such a field you can select "  " (a blank value) to indicate no value for the field.

·      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 State Linked pair icon and Area Code Linked pair icon appear, the arrows indicate that you must select a value for the State field first and then select a value for the Area Code field. You cannot select an Area Code value first. The values available for Area Code depend on the State you select.

The fields listed below are standard fields that might appear with the same or different field names.


Field

Description

Action name

Identifying name for the action (required).

Action description

Description of the action.

Action state

The progress of the action in the workflow. Action states are defined by your organization to represent expected workflow stages and are specified in the topic workflow configuration.

Assigned to user

User to whom the action is assigned. By default, an action that you add is assigned to you.

The users in the drop-down list are users in all of the work teams that you belong to, and to which the topic (as a whole) is visible.

Planned completion date

Date (mm/dd/yyyy) when the action is expected to be complete. Used to produce the Topics by Action Due Date report.

Actual completion date

Date (mm/dd/yyyy) when the action was completed. Used to produce the Topics by Action Due Date report.

Additional custom fields might also appear.

6.         Click Save.