RIDAC Action form
Use the RIDAC Action form to create and track action items related to your strategic planning items, goals, or EAP iterations. Manage action item ownership, status, and completion.
| Field | Description |
|---|---|
| Number | Unique identifier for the action. This field is auto-generated when the action is created. |
| State | Current status of the action. The available options are Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped. |
| Short description | Brief, concise summary of the action item. This field is required and appears as the title of the action record. |
| Description | Detailed information about the action, including what needs to be done, why it is required, and any relevant context or background information. |
| Priority | Priority level of the action. The available options are 1 - Critical, 2 - High, 3 - Moderate, 4 - Low, and 5 - Planning. This helps with action prioritization and scheduling. |
| Estimated Cost | Estimated cost in currency (for example, USD) to complete the action. Helps with financial tracking and planning. |
| Impact | Potential impact of the action item. The available options are 1 - High, 2 - Medium, 3 - Low. This indicates the severity of the action on planning objectives. |
| Approval | Approval status of the action. Options include Not Yet Requested, Requested, Approved, and Rejected. Tracks whether the action item requires or has received approval. |
| Assigned to | User or team responsible for completing the action. |
| Due date | Target date by which the action should be completed. |
| Planning Item | The planning item (project, demand, epic, feature, or custom planning item) that this action is associated with. This field is auto-populated when an action is created from a planning item context. |
| Enterprise agile iteration | The EAP iteration associated with this action. This field is auto-populated when an action is created from an EAP iteration context. |
| Goal | The goal (portfolio plan goal or board goal) that this action is associated with. This field is auto-populated when an action is created from a goal context. |
| Parent | Parent action, if this action is dependent on another action or is part of a larger action group. Used for action hierarchy and dependency tracking. |
| Work notes | Internal notes and updates about action progress, blockers, completion status, and any changes. Used to track work history and communication. |