Adding Action Items

Based upon security group and user permissions, some users can add action items to a work item in the work queue.

To add an action item to a work item:

1. Open the Work Item detail.

   To open a work item:

   1. From the list of work items on the Home page, in the DBA Name column, select the merchant name for the work item you want to open.

      

      The merchant is brought into context and the Work Item detail displays below the merchant information:

      

      From the Work Item detail, you can:

      • Modify the work item
      • Add or modify action items
      • Add attachments
   2. To take the merchant out of context and re-display all work items, select Clear.

      

2. Select Add Action Item.

   The page refreshes to show the Action Item details.

3. From the Type drop-down list, select the appropriate action item type.
4. Enter the required Action By date, or select the calendar icon and select the date from the pop-up calendar.
5. Enter any comments and select the Private Notes check box, if required.
6. From the Outcome Code drop-down list, select the appropriate action outcome code.
7. Select Update.