Action form
Use an action form to add an action to a demand.
| 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 don’t 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. Select the Suggestion icon Image omitted: demand-suggestion-icon.png 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. |
Parent Topic:Demand Management forms