Users can capture/add new action items via MobilePro after successfully logging in by selecting the Calendar from the module menu.
Step-by-step Instructions
- Tap on the Calendar from the module menu.
- Tap on the
to add an Action Item. 
- Complete the Calendar Action Details.
- Tap the
to Save the Action Item Details.
Additional Information:
Mandatory items will display a red highlight by the field.
Field Information:
| # | Field | Details/Description |
|---|---|---|
| 1. | Action Item Title | Mandatory for saving. |
| 2. | Action Item Category | Mandatory for saving. Provides a list of available categories. |
| 3. | Reference/Citation | |
| 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. |
