The system generates Action Items when certain actions are required on work items. A Custom Action Item is one you add for yourself. It may or may not be associated with a particular work item. Once added, it will be included in the bucket with which it is associated in the region of past due or upcoming based on it's due date.
When the action is completed, the system will automatically remove it from your action items. You also have the option to manually dismiss the action item that you add for yourself. Unlike an action item that is system generated, a custom action item does not escalate if not completed by due date.
To add a custom action item for yourself, complete the following steps:
From the Home tab, select the Action Items tab. The Action Items screen appears.
Click the Add Custom Action Item for... button. The Custom Action Item Details screen appears.
Enter the Due Date or click on the calendar to select the due date.
Enter the Display Date. This is the date the item will display. The system defaults to today's date.
Click in the Category field. Select the Category that applies.
Click in the Assignment Type field. Select the type that applies. This is an optional field.
Click in the Assignments field. The list displays based on the assignment type selected. Select the assignment that applies.
In the Allow worker to dismiss this action item check box, you select this box if you are a supervisor and allowing the team member to dismiss the action item.
Enter a message in the field provided. This is required and will display as the action item linked to the custom action item details.
Click Save. You are returned to the Action Items screen. Your data has been saved.