Create action form

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분
  • The action form information is used to create an action for a demand.

    표 1. Create New Action form
    Field Description
    Number System-generated number with a configurable prefix.
    State Current state of the action. All new action records are created with the state set to Open.
    The available states are:
    • Pending
    • Open
    • Work in Progress
    • Closed Complete
    • Closed Incomplete
    • Closed Skipped
    Priority Urgency for implementing or approving the action based on impact.
    Estimated Cost Estimated cost generated by the action.
    Impact The impact on the outcome of the demand if you don’t implement the action.
    Approval Status of approval from the stakeholders for the action. The available options are:
    • Not Yet Requested
    • Requested
    • Approved
    • Rejected
    Assigned to Primary resource assigned to implement the action.
    Due date Requested date on which the action must be approved or implemented.
    Parent The demand to which this action belongs.
    Short description Brief description of the action such as what the action involves, how to implement the action, who it affects, and the action outcome.
    Description Details of the action and its potential impact.
    Work notes Information about the action. Add work notes to communicate about the status of action approval, rejection, or implementation with other users.