New and Improved Features
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Configurable: Yes
- Title: Action Item ID Format
- Public/Private: Private
- Default: Format:CountryIndex+LocationCode+Year(Calendar)+TaskType(Module Short Code)+"AI"+UniqueID || Delimiter:"-"
Existing System:
- Does not have auto-generated sequence id in common action item
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- Action item auto-generated id based on configuration
- Auto-generated ID format "Country Code" + "Location Code" + "Fiscal/Calendar Year" + "Module Shortcode" + "Sequence ID". e.g., US-WESTLAKE-2020-CAL-10001
- Country code is based on the country selected for the location
- Location code of the navigator or any custom selected location for the action item
- The auto-generated ID year will be based on the fiscal or calendar year option provided in the configuration. For the calendar year it will display "2020," and fiscal year will display "2021" from the fiscal year month setup.
- Module shortcode has defined to recognize the module action items
- For App action item it will add the App Name to the
- Sequence ID will be generated as per location code, module, and year. Changes to location code or year will restart the count from the beginning
- Manage the delimiter based on configuration, e.g., Delimiter can be a "-" or "/" etc.
- Action item ID will reflect in the calendar list, notification and BI model
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Action Item Detail :
Action Item List :
Module (Task Type) Short Codes :
| Module(TaskType) | ShortCode |
| IRIS | IMS |
| CorpAudit/SiteAudit | AUD |
| Task Management (stand-alone) | TM |
| Calendar | CAL |
| IH/QRA | IH |
| CHEMICAL | CHM |
| Occupationalhealth | OH |
| Ergonomics | ERGO |
| Wellnesscheck | WC |
| BBS | BBS |
| EventManagement | EM |
| JSA | RA |
| Permit | PM |
| DAP | APP |
| MR | MR |
| Custom Forms | CF |
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Department field is not available for all modules action item
- The department field is only available for the IMS module with a customer-specific business rule
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Asset field is not available for all modules action item
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