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The Action Registry allows you to track and manage current actions (diagram, document, storyboard, metric link and general actions). If you are an administrator, an action manager or an action creator, then you can create and modify actions through the Action Registry.
Note: You may not be able to view an action, depending upon the specific viewing rights.
To View Actions
To view all actions in the Action Registry ensure that there are no display filters specified and click Search. Otherwise you can apply one or more filters to your search, such as the owner of the action, the current status, etc. Double-click an action to view it.
Action Number allows you to filter by the unique action ID that is assigned to the action upon creation
Subject allows you to filter actions by text that appears in the subject of the action
Owner allows you to filter by the action owner
Assignee allows you to filter by any user(s) that are assigned to the action
Priority allows you to filter by action priorities
Status allows you to filter by active, completed and closed actions
Category allows you to filter by action categories
Comments allows you to filter by a word, or words, that appear in the comments
Due Date allows you to specify the action completion date
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Export a list of actions
After conducting a search you can export the current list to either a .txt, .xls, .xml or .html file - from the File menu choose Export Grid As Shown To.
Open the associated link
You can open the diagram, document, metric link or storyboard associated with a particular action. Right-click the action and choose Open Host.
To Create Actions
The Action Registry allows you to create actions against diagrams, documents and metric links. General, i.e. non-specific actions, can also be created.
1.Click New  .
2.Select a type of action to create, then click Next.
3.Expand the text below for the action type that you are creating:
4.Enter the properties of the action, then click Next. Note: If you do not want to be the owner of the action then click Select  to specify a different user.
5.To add assignees (users required to undertake the action) click Add. Click Next to proceed.
6.To add editors (users permitted to edit the action) click Add. Click Next to proceed.
7.To add viewers (users permitted to view the action, default is everyone) click Add. Click Next to proceed.
8.Enter a description for the action, such as the reason for it. Click Next to proceed.
9.Fill out any additional information with respect to the action category (this step may not be available). Click Next to proceed.
10.Fill out any additional information with respect to the action in general (this step my not be available). Click Next to proceed.
11.Click New  to add any attachments to support the action.
12.Add any reminders and escalations, then click Finish. |
4.Click Select and select a diagram, then click OK. Click Next to proceed.
5.Enter the properties of the action, then click Next. Note: If you want to assign a different owner to the action then click Select .
6.To add assignees (users required to undertake the action) click Add. Click Next to proceed.
7.To add editors (users permitted to edit the action) click Add. Click Next to proceed.
8.To add viewers (users permitted to view the action, default is everyone) click Add. Click Next to proceed.
9.Enter a description of the action, such as the reason for it. Click Next to proceed.
10.Fill out any additional information with respect to the action category (this step may not be available). Click Next to proceed.
11.Fill out any additional information with respect to the action in general (this step my not be available). Click Next to proceed.
12.Click New to add any attachments to support the action.
13.Add any reminders and escalations, then click Finish. |
4.Click Select.
5.In the Document Registry, search for the document that you want to assign the action to, select it and click Accept and Close  , then click Next.
Hint: For information on searching for documents in the Document Registry see Finding documents.
6.Enter the properties of the action, then click Next. Note: If you want to assign a different owner to the action then click Select .
7.To add assignees (users required to undertake the action) click Add. Click Next to proceed.
8.To add editors (users permitted to edit the action) click Add. Click Next to proceed.
9.To add viewers (users permitted to view the action, default is everyone) click Add. Click Next to proceed.
10.Enter a description of the action, such as the reason for it. Click Next to proceed.
11.Fill out any additional information with respect to the action category (this step may not be available). Click Next to proceed.
12.Fill out any additional information with respect to the action in general (this step my not be available). Click Next to proceed.
13.Click New to add any attachments to support the action.
14.Add any reminders and escalations, then click Finish. |
4.Click Select.
5.Select the storyboard to create an action against, then click OK.
6.Select the scope, click Next, then enter the properties of the action, and click Next again. Note: If you want to assign a different owner for the action then click Select .
7.To add assignees (users required to undertake the action) click Add. Click Next to proceed.
8.To add editors (users permitted to edit the action) click Add. Click Next to proceed.
9.To add viewers (users permitted to view the action, default is everyone) click Add. Click Next to proceed.
10.Enter a description of the action, such as the reason for it. Click Next to proceed.
11.Fill out any additional information with respect to the action category (this step may not be available). Click Next to proceed.
12.Fill out any additional information with respect to the action in general (this step my not be available). Click Next to proceed.
13.Click New to add any attachments to support the action.
14.Add any reminders and escalations, then click Finish. |
4.Click Select to select a diagram, then click OK. Click Next to proceed.
5.Select the activity that as associated with the metric link that you want to assign an action to. Click Next to proceed.
6.Enter the properties of the action, then click Next. Note: If you want to assign a different owner to the action then click Select .
7.To add assignees (users required to undertake the action) click Add. Click Next to proceed.
8.To add editors (users permitted to edit the action) click Add. Click Next to proceed.
9.To add viewers (users permitted to view the action, default is everyone) click Add. Click Next to proceed.
10.Enter a description of the action, such as the reason for it. Click Next to proceed.
11.Fill out any additional information with respect to the action category (this step may not be available). Click Next to proceed.
12.Fill out any additional information with respect to the action in general (this step my not be available). Click Next to proceed.
13.Click New to add any attachments to support the action.
14.Add any reminders and escalations, then click Finish.
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My Actions
Defining action roles
Viewing actions
Completing actions
Closing actions
Defining action categories and statuses
Deleting actions
Importing actions
Exporting actions
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