View My Action Items

Action Items are generated based on assignment. They are associated with your work items that are overdue and upcoming due work items. They display on the Action Items tab of the Home screen, which the system displays when you first login. The system allows you to filter to view action items associated with a particular case, person or provider record that appear on the Case Overview or Provider Overview screens. Supervisors can view individual worker's action items or by team. You can manage all action items from the Action Items tab or from the overview screen if applicable.

To view all of your action items, complete the following steps:

1. Click the Home tab, or the Home button at the top of the screen. The Home screen appears.

2. Select the Action Items tab. The Action Items screen appears.

3. Click in the Sort By drop down field. Select a sort option.  

4. Click Filter. A listing of all the action items display based on the sort option.   

5. Select the Show more filters link. The system displays additional fields from which to select.

6. Click in each field and select the filter criteria.

7. Click Filter. The results display below the filter criteria.

8. Click Show fewer filters link. The screen collapses the additional filter options view.