Create Action Items

Within an assessment, Action Items can be created in the following locations:

1. Action Items tab
   
2. Low Definition tab (Project Definition Rating Index (PDRI))
   
3. Missing Factors tab (Construction Readiness Assessment (CRA) and Commissioning & Operational Readiness Assessment (COR))
   
4. Element/Factor Facilitation view 
   
5. Category dashboards (CRA and COR)

From the Action Items tab

1. From the Action Items tab, select Create Action Item.

Create Action Item from Action Items Tab

     

      2. Enter the Action Items details. For the following fields:      

1. Description
   
2. Assigned to

When typing an attendee's name in the "Assigned To" field, a dropdown appears with potential completions. These completions are based on the names entered in the Assessment's Attendees tab.

1. Target date
   
2. Status (open, closed, cancelled)
   
3. Category – what category does the action item pertain to (optional)
   
4. Element (PDRI) / Factor (CRA & COR) – what element or factor does the action item pertain to (optional)
   

Create Action Item Window

      3. Click Save.

From the Low Definition tab (PDRI)

Create Action Item from Low Definition Tab (PDRI)

From the Missing Factors tab (CRA and COR)

Create Action Item from Missing Factors Tab (CRA)

From the PDRI Element facilitation view

1. Within a PDRI assessment, navigate to one of the PDRI sections:
   
1. Basis of Project Decision
2. Basis of Design
3. Execution Approach
4. Accuracy (if applicable)
2. Click on the appropriate element to open the facilitation view.
   
3. Click on the Action items button.
   

Create Action Item from Facilitation View (PDRI)

From the Assessment tab (CRA and COR) 

Category level

Create Action Item from Assessment Tab (CRA)

Factor level (facilitation view)

Create Action Item from Factor Level Facilitation View (CRA)

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