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  • Choose Responsible Groups: This is where you can assign the appropriate group(s) to an AI (who is going to receive the AI).

    • To adjust Group Names or users assigned to groups open the Administrator → User Groups. See here for more information on User Groups.

  • Choose Project Type Availability: You can assign specific Project Types to each AI

    • To adjust Project Types open the Administrator → Corporate Division → Drop Down List Setup → Project Types

  • Pre-Requisites: List of items / reminders of what information, documents, etc. to provide when submitting an AI

    • To adjust the Pre-Requisites list open the Administrator → Corporate Division → Drop Down List Setup → Action Item Pre-Requisites

  • Completion Tasks: List of items / reminders of what information to remember when completing an AI

    • To adjust the Completion Tasks list open the Administrator → Corporate Division → Drop Down List Setup → Action Item Completion Tasks 

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