OVERVIEW

This section keeps a record of active and completed Action Notes. Action Notes are useful to keep track of additional/ad-hoc tasks to complete that are not present in the service’s workflow.

ADD NEW ACTION

1. Open the Add Action form using one of the following methods:
   • In the FR case list, click Add Action (if no actions exist), or click View Actions → Add New Action (if actions already exist)

• • Or, in the File Review Detail, go to the Action Required section and select Add Action Required

2. Fill in the Subject, Due Date, Notes, PIC (Person In Charge).
3. Tick Send Action Due Reminder if you want an automatic notification to send to PIC’s email, on the created date and due date. Otherwise, leave it unticked.
4. Click Save to store the action.

VIEW/ UPDATE AN ACTION

If an action can’t be completed for any reason, you can view and update the details to reflect the necessary changes.

Open the action using one of the following methods:

• • In the FR case list, click View Actions
  • Or, in the File Review Detail, go to the Action Required section and click the Action Subject you want to edit

Make any necessary changes, then click Save.

COMPLETE AN ACTION

1. Open the action
2. Click Action Completed
3. Click Save to store the action.

DELETE AN ACTION

You can delete an action if it is no longer needed, using one of the following methods:

• • Option 1: From the FR case list, click View Actions. Locate the action you want to remove, then click the Delete button
  • Option 2: In the File Review Detail, scroll to the Action Required section. Click the three dots in the action header, then select Delete

You’ll be asked to confirm the deletion.