Managing Action Fields and Categories

Use the Action Management page to hide or display actions fields, and maintain the categories that users can select from when they create actions. Permissions required to access this page: Access Admin Tab and Manage Action Categories.

To open the page, choose Admin > Configure > Action Management.

Hide or Display Actions Fields

Use the Display option under each bar to specify whether an actions field will display in that page or section of a page. For incidents, failure analysis reports, CSIs and projects, there can be a single actions field in each type of record. For problems, there can be separate actions fields for different steps in the problem resolution process (Description, Containment, Root Cause Analysis, etc.).

Manage the Action Categories

Each action record has a Category drop-down list. The main category always indicates the actions field where the record is displayed (e.g., in an incident, in the Description step for a problem, etc.). If desired, use the table under each bar to define your own custom subcategories ("action types").

To add a new subcategory, click the Add icon, .
To edit an existing subcategory, select it in the list and click the Edit icon, . Changes will apply to all records that have already been associated with that subcategory. Alternatively, if you do not want the changes to apply to existing records, you can retire the existing subcategory and create a new subcategory with the new label.
To delete or retire an existing subcategory, select it in the list and click the Delete icon, .

Note: If you attempt to duplicate an entity that has custom subcategories defined for actions, the following error message may be displayed: "An error occurred while creating <New Entity Name> from <Existing Entity Name>. Some data may not have been completely duplicated."

In such cases, the new entity will not show the custom action subcategories that were defined in the original entity. To address the issue, go to the Action Management page and select the original entity. For each custom subcategory that you want to show in the new duplicated entity, click . In the Action Type window, make sure the new duplicated entity is selected and click Save.

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