Action form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Use an action form to add an action to a demand.

    Table 1. 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, 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 (suggestion icon) to select a description from the list of predefined actions.

    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.