Working on Action Items 

Procedure

The issues for which you have been assigned action items appear in the My Open Assignments view on the upper right screen area of the Issues substructure.

  1. Select My Open Assignments. Choose an issue on the lower right screen area and open the Issue Editor by double-clicking a field in that row.
  2. Select the Action items tab.
    If you are working on an action item and you are not assigned responsibility for the issue, do not change attributes for the issue on the Issue and Details tabs.
  3. Select the action items assigned to you, using the arrows and on the lower left of the screen.
  4. Describe the solution for an action item in the field Progress and result.
    The status automatically changes to In Process. Once you have started describing your solution, you cannot make any changes in the Description of action field.
  5. When you have completed the action item and documented the result, save your entries. Change the status of the action item to Closed.

When you work on an issue, the system records any changes you make. Therefore, it is not possible to completely delete action items. If an action item has been wrongly assigned, write a comment in the Progress and result field and change the status of the action item to Deleted.

  1. Record how much time you needed to work on the action item (see Updating the Actual Effort Required).