Configuring Action Plans and Action Items

The Action Items component allows users to assign action items to different individuals (RL6 users or external parties) and send notification by email. In the standard RCA management form, the Action Items component is added to the Causes and Plan of Action tab.

To configure action plans and action items:

  1. Action Plan - use the Vertical tab component to create the Action Plan section.
  2. You must add an Action Plan before you can configure Action Items.
  3. Action Items - to add Action Item component to a cluster:
    1. Add a Pop-up grid component action
    2. In the Id field, enter ACTIONITEM.
    3. In the Entity field, choose RCA Action Items from the Pick an Entity dialog.