Page Comparison

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Action Item Management is composed of two components: Calendar and Task Management. The calendar Calendar allows users to access action item management Action Item Management tasks and action items created in other modules. The Task Management component allows users to manage compliance tasks.

In the Calendar, users can only create one-time activities. In Task Management repeating or one-time tasks can be created. In Task Management users can also copy tasks from the Task Library and customise customize fields like due date and ownership before enabling to the Calendar.

Tasks created in the Task Management component also permits users to add reminders and alerts. Reminders are triggered prior to a task’s due date and alerts are triggered after a task’s due date if the task has not been closed.

Step-by-step

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instructions 

Creating a Calendar Action Item

1. Click on the Modules icon.

2. Click on the "Calendar" Menu Item menu item.

3. Select "Create Action Item".

   

4. Complete all the fields and Click and click on "Save" button button.

   

Creating a Task 

• 1. Click on the "Modules" Icon Icon,

  2. Click on the "Task Management" Menu Item menu item.

  3. Select "Create Task".  
     
     

     
     
     

  4. Complete all the fields and Click on "Save" and click on Save button.  
                      

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