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 properties and select the Actions page.
2. Click New.
3. Open the action properties.
4. Specify the following fields:
• Owner of the action as specified by the action 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.
• Planned Begin Date
• 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.