Creation of Action Point
Last updated
Last updated
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.
In case of successful creating the user will be moved to the next screen with the reference number of the created AP in the title and the additional section “Action Taken”.
Once the AP was created or Assignee was changed while editing, the following email of assigned AP is sent to the Assignee:
