Action List Overview

1. Access the Actions Page 

• 1.1 Navigate to the Qualitative Section. 

• 1.2 Select “Actions” to open the list of assigned actions. 

• 1.3 Click on “Add New Action” to create and assign a new action. 

2. Use the Search Bar 

• 2.1 Type keywords or identifiers into the Search Bar to quickly locate specific actions. 

 

3. Sort the Actions 

• Use the Sort By option to organize actions by: 

• 3.1 Numeric order (Ascending/Descending) 

• 3.2 Status 

• 3.3 Any other relevant criteria 

 

4. Apply Filters 

• Use the Filter option to refine the list of actions by: 

• 4.1 Type (e.g., Reporting, Compliance, Audit) 

• 4.2 Status (e.g., New, In Progress, Completed) 

• 4.3 Assigned User 

 

5. View the Actions List 

Each action entry includes: 

• 5.1 Action Number – Unique identifier for each action. 

• 5.2 Action Name – A concise title or label. 

• 5.3 Description – Brief details explaining the action. 

• 5.4 Created On – Date the action was created. 

• 5.5 Type – Category such as Training, Audit, or Reporting. 

• 5.6 Created By – The user or system that created the action. 

• 5.7 User – The individual or team assigned to carry it out. 

 

6. Manage Actions 

• 6.1 Delete Action: 

• 6.1.1 Click the Trash Icon or “Delete” button. 

• 6.1.2 Confirm the deletion to remove the action from the list. 

• 6.2 Edit Action: 

• 6.2.1 Click the Pencil Icon or “Edit” button. 

• 6.2.2 Update necessary details in the action form. 

• 6.2.3 Click Save to apply the changes. 

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