The Action Items Module is used to track all tasks that are not RFIs, Submittals, etc. in a project.
Quick Links
Use the links to quickly jump to the steps in the article below.
- Select Action Items from the Logs Menu.
Note:
There are multiple ways to look at the Action Item information with the use of views. The views available are:
▪ *All Action Items
▪ *Late Action Items
▪ *Open Action ItemsTo learn more about views, click here
- Click on +New and in the ACTION ITEMS Section, enter the following information:
IMPORTANT:
Any field with an asterisk * is a required field and must be entered.
▪ Task Name: A descriptive name for the Action Item
▪ Action Item #: The system will generate the next available number once the Action Item is saved
▪ Task Status: A drop-down of the status for the Action Item which defaults to Not Started.
▪ Ball-in-Court: The user who should be made aware of this item and is currently responsible for the item. When the record is saved an e-mail is sent to the Ball-in-Court. This will occur every time the Ball-in-Court is changed.
▪ Cc: Any additional users who should be aware of this item. When the record is saved an e-mail is sent to all listed in the Cc field. This will occur every time the Ball-in-Court is changed.Note:
▪ All BIC / Cc emails are tracked in the Email Notice Log.
▪ If there is no Ball-in-Court listed, users in the Cc column will not receive any notifications.
▪ If a user is added to the Cc column, only that user will be notified of their addition.
▪ If users are added as individuals and as a member of a group, they will only receive one notification email. - In the GENERAL INFORMATION Section, enter the following: .
▪ Description: A detailed description of the Action Item
▪ Start Date: The anticipated start date for the Action Item
▪ Due Date: The due date for the Action Item
▪ Priority: A drop-down of the priority for the Action Item (High, Normal, Low)
▪ % Complete: Once the Action Item is started, the % complete can be updated on an on-going basis - Use the DISCUSSION Section for any discussions during the process
▪ Discussion: Enter any discussion items here. Each entry will be date and time stamped and show the user who entered the discussion information.
- Use the ATTACHMENTS Section to add or view any attachments for the contract
Note:
To learn how to attach files, click here
IMPORTANT:
When finished entering information, click Save and Continue or Save and Close