Related Topics:

My Portal

Resource Manager

Actions

Actions are resources that enable you to track the progress for assigned tasks. The same action record can be used multiple times in different locations, if appropriate. Actions can be created, displayed and/or managed: a) via My Portal in all Synthesis applications, b) via the Resource Manager in all Synthesis applications except MPC and c) in FMEAs and DFR plans in Xfmea/RCM++/RBI.

This topic focuses on general considerations that will be applicable regardless of which application you are using and where the action is being used. For specific instructions regarding how to create or edit an action in each location, please consult the documentation for that particular feature. The following topics are discussed here:

Actions as Resources

As with any other Synthesis resource:

In addition, the Trace Usage icon at the bottom of the window opens the Dependency Viewer, which allows you to see where the resource is used and what other resources are associated with it.

Action Statuses

The action status is determined automatically based on the dates defined for the action:

  An action is Overdue if its due date is prior to today's date.

  An action is Not Started if its start date is later than today's date.

  An action is In Progress if its start date is today's date or earlier and its due date is today's date or later.

  An action is Completed if a completion date has been entered and no approver has been assigned.

  An action is Pending Approval if a completion date has been entered and an approver has been assigned.

  An action is Approved if an approval date has been entered.

Action Properties

The properties enabled in the Action window (and their display names) will depend on the interface style settings that have been defined for the current project in Xfmea/RCM++/RBI. If you have one of those applications installed and have permission to edit the project properties, you can choose Project > Management > Configurable Settings > Interface Style to view or change the settings for the current project.

Note that if an action has not yet been completed, you can choose any action status update type from the drop-down list in the Action Status Update window. Choosing Not Started or In Progress will not affect the action's status. Choosing Completed will enter a completion date for the action and will change the action's status to complete. If an action has already been completed, the only action status update type that will be available is Completed.

Approve, E-mail and Outlook Commands

Three commands will be enabled only when applicable. For most applications, they will be available as buttons at the bottom of the window. If you are using Xfmea/RCM++/RBI and working with an action that's used in an FMEA or DFR plan, they will be available from the Ribbon at the top of the window.

 

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