Action form
Use an action form to add an action to a demand.
| 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, and Closed Skipped |
| Priority | Urgency for implementing or approving the action based on impact. |
| Estimated Cost | Estimated cost the action generates. |
| Impact | The impact on the outcome of the demand if you do not implement the action. |
| Approval | Status of approval from the stakeholders for the action. The available options are: Not Yet Requested, Requested, Approved, and 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 entails, how to implement the action, who it affects, and the action outcome. As you start typing the title for your action, the related actions that potentially match your action title appear. Click the Suggestion icon ( |
| 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. |