How to Submit an Action Item
To initiate an Action Item request, it must be associated with a project.
You can submit an Action Item Request directly from within the Project by selecting “New Action Item” in the upper Actions toolbar.
Alternatively, from any grid, you can conveniently trigger this process by right-clicking and selecting "Actions," followed by "Submit Action Item Request(s)."
This action will open a window with the following components:
Choose Action Item Request: Select your Action Item from this list. It should be in order of your workflow.
In the case the Action Item Request is not visible in the list, it's probable that your Administrator hasn't linked that particular Project Type to the Action Item within the Administrator Application. This section walks your Admin through full setup of Action Items. See our troubleshooting section for Action Items here.
Pre-Requisites Checklist: This serves as a reminder of essential information required by the Receiving User or Group for the smooth and accurate execution of the request. You cannot submit an AI without marking all of your Pre-Requisite’s complete
Due By Date: Select a reasonable Due By date with expecations that the receiving party or parties will use this date to priortize incoming tasks.
Assign to User: This should be greyed out for most setups. Technically, there is a User Right that can be granted to assign to a specific user however, your Admin should have setup the person(s) responsible for receving the Action Item request you have selected.
Supporting Documents: You can drag and drop documents from your Project → History → Documents into the Supporting Documents section of the AI. Alternatively, you can drag and drop documents from outside of e-manage into this section of the Action Item submission window and it will auto-attach to the project as a “General” document. You can always flip the Document Type to ensure it is in the proper Document category.
Additional Information: This is the section you can use to free form (type) in any supporting information that needs to be communicated to the receiving party.
Submit Request: Click this button to successfully submit the Action Item request. If this button is greyed out you did not mark all Pre-Req’s as complete.
