Action Items are used to assign and track tasks related to safety processes and ongoing work requirements. The Action Items page provides a central place to view and manage these tasks. Action Items help ensure that corrective actions are completed and responsibilities are clearly assigned.
To access the Action Items page - On the left-hand navigation menu, select Action Items.
The Action Items page lists all existing Action Items along with their key details. Clicking on an Action Item from the list open its details page where the Action Item details can be viewed, edited or deleted (depending on a user’s role and relationship to the selected Action Item).
Each Action Items Details page has the following tabs:
Details
Clicking an Action Item from the list opens its details page, where all information related to the selected Action Item is displayed. Details such as the Sitem Project, Owner, Location, Creation Date, Category, and Due Date are shown. Depending on their role and relationship to the Action Item, users may be able to edit its details or delete it.
🔍 To learn how to edit an Action Item’s details, read the Action Item Details | How to edit Action Item details article.
🔍 To learn how to add a new Action Item, read the Action Item Page | How to add a new Action Item article.
Status
The Status field indicates the current stage of the Action Item within its lifecycle. Action Items may be marked as Pending if they are not yet complete, or Closed once all required work has been finished. When an Action Item is completed, users should update its status to Closed.
🔍 To learn how to check a status, read the Action Item Details | How to check an Action Item’s status article.
🔍 To learn how to close an action item, read the Action Item Details | How to Mark As Closed article.
Source
The Source field identifies how the Action Item was created. Action Items can be created directly from the Action Items page or generated from other modules within PIMS Safety, such as Incidents, Observations, or Audits. When created from another module, the source will be reflected in this field.
🔍 To learn how to view the source, Action Item Details | How to view an Action Item’s source
Documents/Images
The Documents/Images tab contains all file attachments associated with the selected Action Item. Depending on their role and relationship to the Action Item, users can view, upload, download, or delete attachments from this tab.
🔍 To learn how to navigate the Document/Images tab, read the Action Item Details | How to view, download, or delete attachments article.
Notes
The Notes tab displays all notes associated with the selected Action Item, including the date each note was added and the user who it was added by. Depending on their role and relationship to the Action Item, users can view, add, edit, or delete notes.
🔍 To learn how to navigate the Notes tab, read the Action Item Details | How to view, add, edit, or delete notes article.
Comments
0 comments
Please sign in to leave a comment.