How do you unlock the full potential of Action Item Management?

Discover how to configure your form to quickly see Action Item descriptions right from the Action Tracker page!

Use this guide to learn what to do:

A. If you're working on the new form

B. If you're already using a form with the Action Item field

Action Tracker Overview

The new Action Tracker enhancement takes workflow management to the next level - ensuring every action moves swiftly to completion. Key details like assignees and action descriptions are now front and center, making it effortless to see ownership, context, and progress at a glance.

How do I achieve this?

A. If you're working on the new form

Make sure to use the Action Item field.

Action Item Field Overview

Enable the following fields:

• Action Item -  Describes the work to be completed.
• Assignee - Allows you to assign a person to follow up. Don't forget to set who can assign people to their action items: Staff only, Administrators only, Administrators and Supervisors, or All user types.

• Status - Allows the assignee to set the current status of the issue.
• Due date - Allows you to specify a due date for each action item. Overdue action items will be displayed in red text in reports.

• Work completed on - Allows the assignee to enter the date the action item was resolved.
• Describe the work that was completed - Provides a detailed explanation of the work performed.

B. If you're already using a form with the Action Item field

Follow these steps to upgrade to the enhanced version:

1. Duplicate the existing form
2. Draft the old form
3. Replace the old Action Item field with the new one in the duplicated version
4. Re-schedule the form (if it’s an inspection)
5. Connect both the old and new forms to Power BI (if you have a live Power BI dashboard connected to it).