New and Improved Features

Product Level change

• PMP-70986 Auto-generated Sequence ID for action item
• PMP-69557 Enable department field for all modules action item
• PMP-70697 Asset integration with the common action item for all modules

Configurable

PMP-70986 Auto-generated Sequence ID for action item

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

Purpose: Provide a unique identifier for all module action item

Enhanced System: 

• 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

Impacts: Notification, BI, and modules using common action item web and mobile 

Action Item Detail :

Action Item List :

Module (Task Type) Short Codes :

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PMP-69557 Enable department field for all module action item

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

Purpose: Provide option to create action item based on the department for all module's action item

Enhanced System: 

• Enable department field for all modules action item
• Department field is nonmandatory for all the modules (except the customer-specific business rule)
• The department field can be changed to mandatory using using common action item configuration by module
• The value of the department field can be populated from the source module or screen. Module-specific enhancement required for the feature, currently only available for the audits module
• Department field option for filter and column selection 

Impacts: Notification, BI, and modules using common action item web and mobile

Action Item Detail :

Action Item List Filter and Column :

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PMP-70697 Asset integration with the common action item for all modules

Configurable: No

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: 

• Asset field is not available for all modules action item

Purpose: Provide option to create action item based on the asset and asset class for all modules

Enhanced System: 

• Enable asset field for all modules action item
• Asset field is nonmandatory for all the modules
• The asset field can be changed to mandatory using common action item configuration by module
• The value of the asset field can be populated from the source module or screen. Module-specific enhancement required for the feature, currently only available for the audits module
• Asset field option for filter and column selection 

Impacts: Notification, BI, and modules using common action item web and mobile 

Action Item Details :

Action Item List Filter and Column :

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