When you open an action, the first screen is the Details page. This page shows the current status and general information relating to the action.

In this screen you can add progress comments, update the information about the action, progress the action to a new status and create linked actions.

Adding Progress Comments
Progress notes should be added in the Progress field to record the action that has been taken and why, so that a history is kept of what is happening and so that the next project member has the correct information to complete their part of the action.

To add a progress comment, enter the information in the Progress field and press ‘Save’ to save the comments and return to the Project Action List or ‘Apply’ to save the comments and remain in the current screen. Progress information appears in the Progress Comments field at the foot of the Details page, and in the History page and will also appear in the status and register reports.

Moving and Re-assigning actions
Re-assigning an action moves the activity to another project member to complete their part of the action. To move the action to another person there are grey buttons beneath the progress comments. These buttons are different for each action type and for each status within an action. The button will generally display the name of the step to be take e.g. declined or resolved etc, and then a persons name. This is the person that the action will be sent to. If there is no name in the button there may be an assign to: box above the buttons, in this case you select the name of the person to send the action to and press the appropriate button.

Depending on their current status in the workflow, the buttons in the Action Details page could appear similar to the following examples:

Reassigning an Activity passes the activity to the next phase in the workflow, e.g. click:

Note: Please ensure you add a progress comment before pressing one of the status buttons to move the action to the next step.

Linked Actions
You can raise a linked project action from the Details page, by selecting the required action e.g click on Project Task in the right hand corner of the screen. This will open a new task, which is populated with the name and project details from the parent action.
You can raise child or linked actions against any workflow e.g. you can have the main or parent action is a change and then raise a task and a issue as children linked to the change.
The Links field in the General information section will display the hierarchy relationship of the linked tasks and you can also view this by clicking on the Links tab to view a current list of related actions. For instructions on accessing related actions, click Step 6 - Viewing and Accessing Linked Actions.

Go to Step 3 to proceed.