External Action Item Form

When an action item is assigned to an individual in the management form, an email notification containing an encrypted link that can be used to open the action item in an external page that does not require user login. The Action Item form is completely customizable.

Caution! The Action Item form is fully customizable. However, to prevent errors related to data loss or data integrity issues, it is recommended that you: 1) Add only fields from the RCAActionItems table unless they are read-only fields. To see the fields in the RCAActionItems table, go to the Fields page, select the Root Cause module, click on the Table header to sort by table and locate all fields within the RCAActionItems table. 2) Do not create user-defined fields for this form. If you wish to add fields that are not included in the RCAActionItems table, please contact RL solutions for assistance.

The External Action Item form and Management form are linked using the same RCA File type. As well, when you create a form you can choose the Action Item form type.

Remember: When configuring the external Action Item form, make sure that the external Action Item form has the same vertical structure (i.e. contains the same fields in the same order) as the Action Items component within the management form.