Detailed information including a description of the Action, when the target due date is and all the users related to the action, can be found on the Detail tab of the Actions (refer to figure Details of an Action).
|
Field |
Definition & Information |
|---|---|
|
Action Number |
Auto-generated unique identifier for the action |
|
Title |
A brief title of the action. |
|
Description |
A detailed description of the action. |
|
Status |
When you create an action, the status is ‘Unreleased’. As different users take the action through the workflow, the Status will proceed to ‘Released’, ‘In progress’’, ‘Completed - Awaiting Approval’ and finally onto ‘Closed’. |
|
Category |
General categorization of the action. |
|
Source |
Defines the source of the action. This source can refer to a different j5 application like Incident Management. |
|
Priority |
The priority of the action: normal, high or critical. |
|
Site, Section, Area, Unit |
The Operational Area for which the entry is applicable. |
|
Target Start Date |
When the execution of the action is scheduled to start |
|
Target Due Date |
When the action is scheduled to be completed |
|
Responsible Person |
User primarily responsible for the action. |
|
Approver1, Approver2, Final Approver |
Users to approve the action before it can be closed. |
|
Escalate to |
User to escalate to after set time period. This escalation will be in the form of an email. |
|
Attachments |
Documents providing additional context for the created action |
|
Supporting Attachments |
Supporting documents added by the responsible person in completion of the action. |
|
Initiator |
User that initiates the action. Defaults to logged in user. |