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Rohith Natram

Devina Dev (Unlicensed)

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  1. Click on the Create Action Item Quick Link.
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  2. Complete all the fields and click on the Save button.
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Create a 1-time Action Item - Using the Calendar Menu Item

  1. Click on the Modules icon.
  2. Select Calendar module.
  3. Click on the Create Action Item menu item.
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  4. Complete all the fields and click on the Save button.
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We have introduced a new module Operational Performance Management (OPM) Module and for adding OPM action items, we can configure OPM in the Action item category. 
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Info
title21.3 Update



Info

Owners are the users who are assigned to complete the Action Item. Leaving the Notify Owners Immediately box checked will send an email notification to all of the owners of the assigned task.

Info
title20.2v Update

In this 20.2 v, We have enabled the department field for all module action items and provided the option to create action items based on the asset and asset class for all modules.

  1. Currently, the Department field and Asset field are nonmandatory for all the modules.
  2. Both the fields can be changed to mandatory using common action item configuration by module
  3. The Department field and Asset field option are available for filter and column selection in the Manage Action item list screen.








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