“Action Items” can be found in the navigation pane to the left under “Planning Reports”. Once you click on the page title, you will be taken to a module where you where new “Action Items” will populate as they are created. You can optimize your quality planning by creating a new action item and clicking the “Create New Action Item” button on the right-hand side.
Once you click the button, you will be taken to a page where you can fill out all the necessary information for your quality planning. This includes the due date, priority, and user the task is assigned to. In addition, you will also be able to upload relevant documents that the user can view. To finalize the decision, you can then click “Create Action Item”. An email will be sent to you and the assignee once the action has been integrated, it will also be documented in the “Notifications” page.
