Work on an Action Item

Action Items are listed on assignees Frontline Desktop under the Action Items tab. Action Items can be assigned to and implemented by any active user.

No ACT permissions are necessary for a user to complete an Action Item assigned to them. When a user is assigned an Action Item, the ACT module sends them an e-mail announcing the new Action Item.

Below are the Guidelines for Action Item Sources

• The Action Item can be Event based, an Ad Hoc Action Item, a Sub Action Item or a MOC Action Item. The source column provides additional information:
  • For an event-based Action Item: Source field shows the event title. Users can view the event summary, and the status of other Action Items that are part of the event.
  • For an ad hoc Action Item: the source field will be blank.
  • For a Sub–Action Item: This is created by the Implementer of an ad hoc Action Item (number shown in the source field) using the Add Sub Action Item button. Users can view details of the parent ad hoc Action Item, the form attached to it and all other sub Action Items.
  • For an MOC Action Item: MOC title is shown in the source field. Users can view the MOC summary containing all its Action Items and the form attached to the requirement that resulted in the Action Item.

How to Work on an Action Item

1. Select on the Action Item title, located under the Action Items tab on the Frontline Desktop.
2. Select Complete Now or Take Action.
3. For an ad hoc Action Item (source field blank), the person assigning the Action Item may have attached a form or a checklist. If so, a link to this form will display on the Action Item completion window. At a minimum, all of the required fields of this form must be completed.
   1. If the assignee notice deficiencies while completing the form, they can create new Action Items and assign to people by clicking on the Add Sub Action Item button at the top of the form.
4. If sub Action Items are created, they must be completed before the parent ad hoc Action Item can be completed.
5. To view the history (previous progress, changes or attachments) of the Action Item, select the History Button
6. Select one of the following options:
   1. Enter Progress
   2. Transfer To (select the person to transfer to by entering a few characters of the last name of the person, click on the ellipses icon, and select the name
   3. Complete 
   4. Complete and Send to 'Verifier's Name' for Verification
7. To add an Attachment such as documentary evidence of your progress or action taken, select Choose File and point to the network location where the document is stored.
8. Enter your progress or action comments in the Comments box.
9. Select OK.

• Include the progress or completion comments in the routine e-mail to the originator or team leader, if applicable.
• Notify transferred to person or the verifier about the new Action Item task on the Frontline Desktop.
• Depending on the option selected, keep the Action Item on the Frontline Desktop (if progress), move it to the completed folder, or move it to the Frontline Desktop of the transferred to person or the verifier.