Based Action Items

Users can create Action Items during the Evaluation or Implementation stage(s) when completing a requirement. These Action Items can be tracked in the MOC summary and managed within the ACT module.

Below are the guidelines for Action Items created from an MOC. 

• Action Items can be created from an MOC in the following ways:
  • When taking action an Evaluation or Implementation requirement by selecting Action Item at the top of the page.
  • When viewing an Evaluation or Implementation requirements form from the MOC > In Process folder by selecting View > Action Item at the top of the page.

• • Action items can be automatically created when selecting certain an answer choice within a form. 
    • This can be set up within MOC > Settings > Forms > Action items by a MOC administrator with the MOC PowerUser permission.
    • Once you create the action item(s) here, you will then need to edit an existing Radio Button or Check Box field within the Form Layout. 
    • Once you find your field and right click > Edit, you should see a drop down to choose which action item which will trigger based on the associated response. 
• Users will receive email notifications regarding Action Items created from an MOC based on the configurations within ACT > Settings > Action Item Email Reminders. 
• Users can determine when action items will be assigned and when they will be due by using the options: Assign in Stage and Due in Stage.

Assigning an MOC based Action Item

Users will leverage the Assign in Stage field to determine during which stage of the MOC the action item will be assigned. 

• The action item will be created immediately, but will be assigned during the selected stage. 
• Previously, action items with the "Type" Critical or Non-Critical were assigned immediately, now users can control if it does not need to be assigned right away.

• Users can hover over the field title to see the brief description, "Choose the stage during which a generated action item will be assigned."

Users will leverage the Due in Stage field to determine which stage the action must be completed by, before the MOC can move forward. 

• The action item will be assigned based on the Assign in Stage field, but can be worked on at any point.
• In the ACT > Action Items > In Process folder, administrators of the ACT module can change the Assign in Stage until the action item is assigned out. 

• Previously, action items with the "Type" Critical were due by end of Implementation. Action items with the "Type" Non-Critical were due by end of Startup.

• In the ACT > Action Items > In Process folder, administrators of the ACT module can change the Due in Stage at any point during the MOC lifecycle prior to closeout.
• Users can hover over the field title to see the brief description, "Choose the stage in which a generated action item must be completed before the MOC can move forward."

Both fields will display all stages of the MOC, but certain stages will be nonselectable (greyed out) if the option would conflict with either the stage the MOC is in, or if the two fields would conflict with one another. For example, users would not be able to select Assign in Stage: StartUp and Due in Stage: Approval.

Assigning MOC based Sub Action Items

• When completing an MOC based Action Item, users can create sub action items by selecting Sub Action Item at the top of the page.
• When doing so, the same Assign in Stage and Due in Stage options will appear and function the same as above.
• Sub Action Items will initially inherit the same Assign in Stage and Due in Stage selections as their parent action item but can be changed.
• The options can also be changed after the sub action item has been created by an ACT Administrator in the ACT > Action Items > In Process folder.