Managing Actions
An action is included in an action plan and represents a transformation or processing in an organization or system.Users involved by an action plan can propose actions corresponding to the execution of the action plan. The “Owner”, for example, can create actions and assign these.
Creating an Action
To create an action from an action plan:
1. Open the Characteristics property page of the action plan and expand the Actions section.
2. Click New.
The action appears in the list of action plan actions.
3. Open the Characteristics property page of the action plan and specify its Name.
4. Specify the following fields:
• Responsible for the action as specified by the action plan creator.
• Owner Entity: owner organization unit enabling restriction of the list of action owners.
5. You can specify milestones, which are important dates of the action.
• Real End Date and Planned End Date.
Action Status
The action status is automatically updated during the action execution.
For more details on an action execution and its statuses, see Action workflow.The different statuses of an action are:
• Created: the action is created.
• Project: the created action awaits opening by the "action owner".
• In Progress:action is accepted by its owner.
• To Close: the action is completed and must be approved by the "action plan owner or approver".
• Closed: the action is completed and approved.