Users can capture/add new action items via MobilePro after successfully logging in by selecting the Calendar from the module menu.
Users have 2 ways to add an action item:
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Instructions
- Tap on the Calendar from the module menu.
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- Tap on the
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- Complete the Calendar Action Details.
- Tap the
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Image Added Department field has been enabled in Action Item
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6. Asset field has been enabled in Action Item MobilePRO
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Info |
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title | Additional Information: |
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Mandatory items will display a red highlight by the field. |
Info |
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- We introduced Auto-generated Sequence ID for Action item
- We Enabled Departments in Action Item MobilePRO
- We Introduced Asset Management in Action Item MobilePRO
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# | Field | Details/Description |
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1. | Action Item Title | Mandatory for saving. |
2. | Action Item Category | Mandatory for saving. Provides a list of available categories. |
3. | Reference/Citation |
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4. | Action Item Description | Enter the details pertaining to the action item being created. |
5. | Priority Level | By default, this will be set to Low, but users can change the level to Medium or High. |
6. | Action Item Due Date | Defaults to the current date. |
7. | Primary Owners | Mandatory for saving. Provides a list of system users to assign the action item to. List will shorten as user types in characters. |
8. | Notify Owners Immediately | Default - Yes. This will trigger a notification to be sent out to the owners once the Action Item has been saved. |
9. | Assigned By | Defaults to the user currently logged in. |
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