Actions

Throughout XFRACAS, an Actions field contains a list of specific assignments that need to be tracked and completed. 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 aspects of the problem resolution process (description, containment, root cause analysis, etc.).

Actions Fields

For all fields of this type, the table shows actions that have been assigned for the current record. Click the action number link to open the action window, or click the expand icon, , to show more of the details in the table. Click to view the list of actions in a report grid that you can filter, sort, export to Excel, etc.

To add a new assignment, click Create New Action .

Action Properties

The fields and features depend on the type of action and the configurable settings for the entity. Some of the properties in a typical implementation include:

Create Linked Action

Depending on how you opened the record, the action properties may be displayed in a popup window or in a page. If you are viewing the action in a page, and if the action properties include an Associated Files field (see Attachments), the Home > Action > Create Linked Action command will be available.

This command creates a new action that has a reciprocal (two-way) link to the current action. Both actions will be associated with the current record (i.e., they will appear in the same Actions field) and both actions will have a link to the other action.

 

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