Locating Actions

Permissions

Actions may be found in the following parts of the application, however different Stakeholder Permissions and User Account Types are required to access specific application areas and any corresponding management features (insert, edit, remove and import) they may contain.

Stakeholder Permissions - The following are accessible if the User has the correct Stakeholder Permissions on the current Project.

Action Management - The Action Management Tool is the central location to find, view and manage Actions. View permission is required to access the Tool, this includes the use of any features that aid in searching Actions. Edit permission is required to enable any management features.

Account Types

Dashboard - Each User has access to the Project Dashboard, however the Actions displayed on the Dashboard for a Standard User and an Administrator User are slightly different, as detailed below.

Action Management

The Action Management Tool has features for searching, viewing and managing Actions for the entire Project.

The Search Actions feature enables Users to locate and display Actions based on specific criteria.

Users with the Edit permission will have access to the management features of the Action Management Tool, these include: Create, Edit, Remove and Import.

Actions displayed within Action Management are sorted in ascending order by ID and paged to 25 items per page.

Additional properties can be displayed by using the row details feature of the DataGrid.

Dashboard - Standard User

The Dashboard for a Standard User will display all Pending Actions for that User.

The displayed Actions can be refreshed by clicking on the Refresh button at the top of the expander.

Actions displayed on a Standard User Dashboard are sorted in ascending order by Review Date then ID and paged to 5 items per page.

Additional properties can be displayed by using the row details feature of the DataGrid.

Dashboard - Administrator User

The Dashboard for an Administrator User Account will display all Pending Actions for that User, just like the Standard User Dashboard. Additionally on the right side of the Dashboard, the User has the option to display the Top 5 Open Actions sorted by Review Date.

The default display on the right side of the Dashboard will be the Top 5 Unresolved Assumptions sorted by Review Date. This view can be changed to display the Top 5 Open Actions sorted by Review Date by clicking on the toggle button to the top right of the expander displaying the Assumptions.

The displayed Actions can be refreshed by clicking on the Refresh button at the top of the expander.

Additional properties can be displayed by using the row details feature of the DataGrid.