Properties
Enter the details of the action, including subject, owner, due date and associated categories.
Recurrence
Enter the details of how frequently the action should recur.
First Due Date is when you want to schedule the creation of the first action from. Choose a date, time and a timezone.
Recurrence pattern is how often to create the action. The following options are available:
Daily allows you to schedule the action to be created every day (7 days a week) or on week days only (Monday to Friday).
Weekly allows you to schedule the action to be created every x weeks on selected days.
Monthly allows you to schedule the action to be created on selected days for selected months. In the Months drop-down options, choose which months you want to run the recurring action and then choose one of the following options:
Days will schedule the action to be created on selected days for the selected months.
On will schedule the action to be created on the first, second, third, fourth or last days of the selected days (for example, the second Monday and Wednesday of each month).
Yearly allows you to schedule the action to be created on a selected date once a year.
Custom allows you schedule the action to be created on custom dates. Double-click a date in the calendar to add it. You can add multiple dates. Once the last action has been generated you can notify selected users in the Final Action Notification step (see below).
Repeat Times
Specify if and when the action should be repeated on the selected days you have scheduled the action template to run. For example, you may want to create the action twice on selected days.
1.To add an additional time to run the action template, click Add repeat time. 2.Specify the time and the timezone (if required). Note: You can add multiple repeat times. To delete a time, select the check box of the time(s) that you want to delete and click Delete Selected.
3.Click OK when you have finished defining repeat times.
Final Action Notification
This step will only be displayed if you have selected a Custom recurrence pattern. After the last action has been generated, you can set the system to automatically notify selected users, such as the action owner, the action editors and specific users/user groups. The notification text that is sent to users can be modified in the system options.
Assignees
Add users and user groups to complete the action.
Only require 1 assignee to complete action will allow the action owner to close the action after only one of the assignees has completed it.
Editors
Add users that are able to modify the action (editors cannot complete the action unless they are an assignee).
Viewers
Add users that are able to view the action (by default all users can view the action through Action Registry).
Description
Add any information about the action, such as the reason for carrying out the action.
Owner Category Data
If you selected an action category that has a data table associated with it, you can provide additional data with respect to the action category.
Additional Data
If a data table has been associated with all actions, you can provide additional information with respect to the action.
Attachments
Add any attachments to further support the action, if applicable. Attachments can be file links, application links, email links, SAP transaction links, document links, storyboard links and URL links. Click New  to add an attachment. To modify the access rights for a particular action, select the attachment and click Set View Rights  .
Reminders and Escalation
Email and SMS notifications can be sent to users to remind them about an upcoming or overdue action. An escalation date can also be set which will send an email notification to users' line managers if they fail to action a particular To-do item. Default notification and escalation options are defined in the system options. If you have the privileges to do so, you can modify these settings for individual actions requests before submitting them.
Enable email reminders will send reminder emails to users until they have completed the action.
Enable SMS reminders will send reminder SMS messages to assigned reviewers until they have completed the action.
Reminders to be sent every is the frequency of days in which email and SMS reminders are sent.
Start sending reminders x days before item is overdue is the number of days to start sending email and SMS reminders prior to the due date (set this option to '0' if you only want to remind users after the due date has passed).
Enable escalations will escalate an overdue request by notifying users' line managers by email.
Escalate after is the number of days after the due date has passed before notifying users' line managers.
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and choose an action type.