An Action Manager has access to all functionalities of the operational users, and in addition to the action centre.

This section will discuss the functionality of assigning actions to members and following up on the progress of such actions. 

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Figure 1.1

This functionality can be used only by the action manager, user role and the system admin. The action centre is accessible by clicking the hamburger menu icon on the header and selecting Action centre from the Main menu. 

The action manager, can view all the actions for all projects, and separate individual actions in a grid view. The user can select the number of records to view per page from the page number drop down.

The records can be sorted by clicking the Column Name. For Example; If the user clicks Action Title the records will be sorted on Title Name in alphabetical order.

• The primary sort order for all actions created for an agenda item will be by Meeting Type, meeting title and report title.

• The secondary sort order for all actions created for an agenda group will be by meeting type and meeting title. This is because there is no report title for an agenda group. This will list below the primary sorting.

• The tertiary sort order for actions that are manually added from the Action centre, which will list last after the primary and secondary sorting, since these actions will not have a meeting type, meeting title or a report title.

• All sorted actions will be listed in descending alphabetical order.

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Figure 2.1

The following actions icon will be visible in the view actions screen as listed below.

 The meetings can be filtered using the search functionality.  The item can be searched on the following criterion:

• Action Title

• Meeting Title

• Meeting Type

• Report – By Agenda Item 

• Start Date 

• End Date

• Originating Officer 

• Status

• General Manager

• Corporate Manager

The search criterion can be saved by ticking the Save selection for next time.

The Action manager can export all the action items, as an excel document. Click on the Export to excel button on the View page, and the excel document will automatically download to the local PC’s hard drive.

The action manager can preview the results as a report by clicking the action report icon. This will generate a grid view report in a new window. The report can be saved, and it will be downloaded in the user’s local PCs hard drive. 

The action manager can add action items, which are not linked into a meeting. 

To add an action item, the following steps, have to be followed; 

• STEP 1: Click the add action item icon. A pop up will  appear.

• STEP 2: The add action item has the following fields:

  • Action Title – Enter the name of the action item.

  • Owner – Select the user to assign the action to be performed, from the drop down. The drop down will list all users. 

  • Start Date – Select action start date from the date selection calendar.

  • End Date – Select the action end date from the date selection calendar.

• STEP 3: Click Save.

Actions added from the add action page, can be viewed by the user at the 'My Actions' under my workspace.

To edit an action, click Action title from the grid. The action details page will load with text editable fields as shown in the below figure.

The action manager can update the following details:

• Title 

• Description 

• Start Date 

• End Date 

• Action Owner 

• Secondary Action Owner  

• Status

• % complete 

• Comment 

• Confidential

• Link

The general manager and the corporate manager is only a read only view. This cannot be updated since it is linked with the agenda items. The action can also be linked to other meetings, agenda groups or agenda items.

The action manager can edit all the information and Click Save. The user can also perform the following actions – Spell check, View History, duplicate action and delete action.