Managing Actions
See also: Managing Action Plans.The owner of the action plan must define actions enabling execution of the action plan. The owner can create actions and assign these.
Accessing actions
To access the actions of an action plan:
1. In the navigation bar, click Action Plans
2. Open the properties of the action plan that interests you.
3. Select the Actions page.
Creating actions
To create an action from an action plan:
1. See Accessing actions.
2. In the Actions page, click New.
3. Select an Owner.
4. (Optional) Specify milestones, which are important dates of the action.
• Planned Begin Date
• Planned End Date
5. Click OK.
The action is created.
Describing action sequence flow
To describe action sequence:
1. See Accessing actions.
2. In the Next column, specify the action that comes next.
Reassigning actions
To reassign several actions:
1. See Accessing actions.
2. In the Actions page, select the actions concerned.
3. Click the Assignment button that appears.
4. In the wizard, select a Responsible user.
5. Click OK.
The initial responsible user has been replaced by the one you have just chosen for the concerned actions.