<< Click to Display Table of Contents >> Action Item Screen |
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The Action Items screen is used to enter, edit and delete Action Items. The Action Item system is designed to be a basic, manual system for tracking actionable issues.
The screen opens to a new, blank record for entry. To find an existing Action Item record, use the Jump to drop-down list or use the Search function.
To create a new Action Item specify a brief Name that will be used to identify the item, optionally you can specify an Observer responsible for the item, Due Date and Description.
To modify an existing Action Item you must enable Edit Mode by clicking the Edit button. Once the changes have been made, select Save.