The Actions module brings together actions raised in other modules (for example BCP resource action plans and business objective reviews) so assignees can see everything due in one place.

Applies to: all users. You see actions in modules you have access to. Module: Actions.

The Actions Dashboard #

Select Actions in the left-hand menu. You cannot add an action here: actions are added on the record they belong to.

The Action Chart Data tab shows three charts:

• Actions by Parent: which module the actions come from.
• Actions Implemented Breakdown: implemented against not implemented.
• Actions Due/Overdue Breakdown: overdue against not yet due.

Calendar #

The Assigned Action Calendar tab shows actions on their due dates. Use Today, Back and Next to move between months.

Action Lists #

The grid at the bottom has four tabs: Assigned Actions, Upcoming Actions, Overdue Actions and Implemented Actions. Each row shows the status, details, assignees, due dates and the parent record (module, reference and summary). Click a row to open the action.

Related Articles #

• Updating an Action
• Adding an Action Plan to a BCP Resource
• Reviews & Actions
• Filtering Data