Creating Actions

Create actions against diagrams, documents, storyboards, statements and statement links.

Note: Only those with administrator, action manager or action creator permissions can create actions. Permissions are managed by administrators in the Author Client.

Procedure

1.When viewing the details of a process, document, storyboard, statement or statement link, from the Actions section click ADD NEW ACTION.

2.In the New action for statement panel that opens, enter the following information:

•Subject. Enter a short description of the action.

•Category. Choose a related action category (if appropriate).

•Start date. Set a date for the action to commence.

•Owner. The owner is responsible for managing the action and closing it off once it has been completed by all assignees. You will be automatically assigned as the action owner. You can change the owner by removing the existing owner and typing the name of another user.

•Due date. Select the date, time and timezone the action must be completed by.

•Priority. Select the priority of the action.

3.To assign users to undertake the action, click in the Assignees text field and start typing a user's name, or the name of a user group. The system will display matches as you type. When you see the user or user group that you want to assign, click the user or user group to add it.

Only one assignee is required to complete this action will require only one of the assignees to complete the action before the action can be closed. If this option is left unchecked then all assignees must complete the action.

4.To allow selected users or user groups to edit the action, click in the Editors text field and start typing a user's name, or the name of a user group. The system will display matches as you type. When you see the user or user group that you want to assign, click the user or user group to add it.

5.To allow selected users or user groups to view the action, click in the Viewers text field and start typing a user's name, or the name of a user group. The system will display matches as you type. When you see the user or user group that you want to assign, click the user or user group to add it.

6.In the Notes field enter additional information about the action that will assist assignees in completing it.

7.Additional fields may be available which allow you to provide further information about the action. Note that some options may be optional, however it is good practice to provide as much information to assignees as possible.

8.Click OK.