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24.4 Activity Management Notes

24.4 Activity Management Notes

New and Improved Features

Product Level Change


Configurable

PPMP-101072 - As a Corporate/regional/location EHS/System Admin/Supervisor, I want to be able to break action items into child action items and assign ownership by role for better accountability

Configurable: No

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

Existing System

  • There is no option to break an action item into multiple child action items.

Purpose: 

  • Provide option to create child action items of an action item.
  • Focused accountability by breaking the action into smallest unit and specific ownership

Enhanced System:

  • New section in the action item details screen to manage child action items
  • Provide option to create child action items once the parent child action item is saved
  • On-click of the new button in the child action section, navigate to child action item details screen
  • Populate the parent action item's fields information to child action item except title, description and attachment
  • Child action item's prepopulated information can be changed as required
  • Display parent action item id in the child action item detail section
  • Display source information section in the child action item and option to navigate to source details
  • Child Action Item ID format to differentiate parent and child action item 
  • No option to "Track action item for each assigned owner individually" in the child action item details
  • Child action item due date can't be more than the parent action item due date
  • Parent action item can be closed once all the child action items are closed
  • Child action items can't be edited or deleted once the parent action item is closed
  • Icon to identify parent and child action item in a list or detail screen

Impacts: No Impact


*** Watch On Demand Video ***


Option to create child action item

Child action item list

Action Item List with Parent and Child Action Items

Mobile 

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