Action Point Dashboard
  • Action Point Dashboard Documentation
  • INTRODUCTION
    • Glossary / Terminology
    • FAQ
    • Releases / Changelog*
    • Report an Issue / Contact us
  • PRODUCT / END-USER DOCUMENTATION
    • Overview
      • Objectives
      • User roles and permissions
    • Action Points Dashboard Navigation
    • Overall User Interface
    • List of Action Points
    • Action Points Workflow
    • Action Points
      • Creation of Action Point
      • Modification of Action Point
      • Completion of Action Point
      • Additional options for Action Point
    • Connections to other modules
      • Overview
      • Action Points in FAM
      • Action Points in Field Monitoring
      • Action Points in TPM
      • Action Points in Trip Management (T2F)
  • TECHNICAL DOCUMENTATION
    • Architecture
    • Development Setup
    • Deployment / DevOps
    • Data Model
    • Fixtures & management commands
    • API Documentation
      • Error Handling
    • Backend module structure
    • Integration with permissions framework
    • Frontend
      • Module structure
      • Build process
      • Tests
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  1. PRODUCT / END-USER DOCUMENTATION
  2. Action Points

Creation of Action Point

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Last updated 6 years ago

Addition of the New AP is available via the "Add Action Point" button in the upper, right-hand corner at the top of the screen.

The following screen is opened after the user clicks the "Add Action Point" button:

There are 2 sections displayed on the screen:

  • APs Details: where the user can fill in all the necessary information regarding the AP

  • Status panel, that displays current AP status and has "Create" button

For the APs details the user can specify the following data using the corresponding fields:

  • IP information (Partner, PD/SSFA, CP Output, Location),

  • Description,

  • Assignee information (Assignee, Section of Assignee, Office of Assignee),

  • Due date.

Data for some of these fields is presented as drop-down list and user can navigate inside these lists with the help of Search function, that is available for each drop-down list:

User can indicate the priority level for AP by selecting the high priority checkbox.

After all required information is entered, the user can press "Create" button at the bottom of the status panel.

Email notification

Once the AP was created or Assignee was changed while editing, the following email of assigned AP is sent to the Assignee:

In case of successful creating the user will be moved to the with the reference number of the created AP in the title and the additional section “Action Taken”.

next screen
"Add action point" button
Add New AP screen
Searching for drop-down list
Create button
Email of assigned AP