Action list application FaQs: Difference between revisions
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(Replaced all "AI" occurrences with "Action Item". Reason: nowadays AI stands for Artificial Intelligence, no longer for Action Item.) |
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===Why can’t I see the contents of the Action List portlet?=== | ===Why can’t I see the contents of the Action List portlet?=== | ||
The message “This information is restricted to logged users” indicates that you need to own an ETSI online account to, at least, be able to consult Actions Items | The message “This information is restricted to logged users” indicates that you need to own an ETSI online account to, at least, be able to consult Actions Items. | ||
===Why can’t I create an | ===Why can’t I create an Action Item?=== | ||
You need to hold TB Official or ETSI Support Staff role to be able to create an | You need to hold TB Official or ETSI Support Staff role to be able to create an Action Item. | ||
===I own an ETSI online account, what can I do with the Action List application?=== | ===I own an ETSI online account, what can I do with the Action List application?=== | ||
As an EOL account owner, you can add notes to | As an EOL account owner, you can add notes to Action Items, search for Action Items according to filters and save the resulting query links, subscribe to RSS feeds and export your selection to CSV format. | ||
===Why are all | ===Why are all Action Items not displayed either from the portlet or the full view?=== | ||
Ensure that the “Active” and/or “Closed since” boxes are ticked or in the latter, that the shown date covers the completion date of | Ensure that the “Active” and/or “Closed since” boxes are ticked or in the latter, that the shown date covers the completion date of Action Items (default is -90 days). | ||
===Although I hold a TB Official or ETSI Support Staff role, I cannot update the details of an | ===Although I hold a TB Official or ETSI Support Staff role, I cannot update the details of an Action Item?=== | ||
Verify that the status of the concerned | Verify that the status of the concerned Action Item is not set to “CANCELLED” or “COMPLETED”. To be able to update the details of an Action Item, the status shall first be set to “NEEDS-ACTION” or “IN-PROCESS”. | ||
===How can I know that an | ===How can I know that an Action Item is new?=== | ||
“N” is displayed next to the | “N” is displayed next to the Action Item reference for a period of 30 days. The Action Item will also be displayed on top of the list. | ||
===I have selected a TB and I do not see the | ===I have selected a TB and I do not see the Action Items of its WGs?=== | ||
Ensure that the “Include sub groups” box is ticked. | Ensure that the “Include sub groups” box is ticked. | ||
===Can I update the details of several | ===Can I update the details of several Action Items?=== | ||
Yes, select “Full view / Search”, from the list tick the box on the left of each concerned | Yes, select “Full view / Search”, from the list tick the box on the left of each concerned Action Item. Additional options (All, None, Read, Unread, Starred, Unstarred) can be used to tune the selection. Then select [More], “Edit selected action item(s)” to update details, according to authorisation, or add notes | ||
===I am updating the details of an | ===I am updating the details of an Action Item and I can’t save it?=== | ||
Ensure that all mandatory fields, marked with a red *, have been filled in. | Ensure that all mandatory fields, marked with a red *, have been filled in. | ||
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===After saving the | ===After saving the Action Item, the “Due by” date appears in red, is there anything wrong?=== | ||
Absolutely not, it is just an indication that the date is earlier than today’s date. | Absolutely not, it is just an indication that the date is earlier than today’s date. | ||
===Can I easily select/access preferred | ===Can I easily select/access preferred Action Items?=== | ||
Yes, simply click the “star” on the left of the | Yes, simply click the “star” on the left of the Action Item reference. The “star” will turn into yellow and will be added and saved to the Favourites list for later consultation. | ||
===Can I add rich text to the details of an | ===Can I add rich text to the details of an Action Item?=== | ||
Yes, most of the text fields enable font attributes and HTML format. | Yes, most of the text fields enable font attributes and HTML format. | ||
===Why some | ===Why some Action Items are displayed in bold and others in regular font?=== | ||
When you see an | When you see an Action Item for the first time, either from the portlet or the full view, or when an Action Item has been updated by another user, it will appear in bold. Once the details of an Action Item are displayed, the font then turns to regular. | ||
===Can I export data from the Action List application?=== | ===Can I export data from the Action List application?=== | ||
Yes, from the full view, click the “Export to CSV” link and the displayed list or the selected | Yes, from the full view, click the “Export to CSV” link and the displayed list or the selected Action Items will be saved in a separate file for further use. | ||
Latest revision as of 16:39, 9 December 2024
Why can’t I see the contents of the Action List portlet?
The message “This information is restricted to logged users” indicates that you need to own an ETSI online account to, at least, be able to consult Actions Items.
Why can’t I create an Action Item?
You need to hold TB Official or ETSI Support Staff role to be able to create an Action Item.
I own an ETSI online account, what can I do with the Action List application?
As an EOL account owner, you can add notes to Action Items, search for Action Items according to filters and save the resulting query links, subscribe to RSS feeds and export your selection to CSV format.
Why are all Action Items not displayed either from the portlet or the full view?
Ensure that the “Active” and/or “Closed since” boxes are ticked or in the latter, that the shown date covers the completion date of Action Items (default is -90 days).
Although I hold a TB Official or ETSI Support Staff role, I cannot update the details of an Action Item?
Verify that the status of the concerned Action Item is not set to “CANCELLED” or “COMPLETED”. To be able to update the details of an Action Item, the status shall first be set to “NEEDS-ACTION” or “IN-PROCESS”.
How can I know that an Action Item is new?
“N” is displayed next to the Action Item reference for a period of 30 days. The Action Item will also be displayed on top of the list.
I have selected a TB and I do not see the Action Items of its WGs?
Ensure that the “Include sub groups” box is ticked.
Can I update the details of several Action Items?
Yes, select “Full view / Search”, from the list tick the box on the left of each concerned Action Item. Additional options (All, None, Read, Unread, Starred, Unstarred) can be used to tune the selection. Then select [More], “Edit selected action item(s)” to update details, according to authorisation, or add notes
I am updating the details of an Action Item and I can’t save it?
Ensure that all mandatory fields, marked with a red *, have been filled in.
I have added a note and I would like to update it but I can’t?
Only TB Officials or ETSI Support Staff can update a saved note. Please contact one of them for update.
After saving the Action Item, the “Due by” date appears in red, is there anything wrong?
Absolutely not, it is just an indication that the date is earlier than today’s date.
Can I easily select/access preferred Action Items?
Yes, simply click the “star” on the left of the Action Item reference. The “star” will turn into yellow and will be added and saved to the Favourites list for later consultation.
Can I add rich text to the details of an Action Item?
Yes, most of the text fields enable font attributes and HTML format.
Why some Action Items are displayed in bold and others in regular font?
When you see an Action Item for the first time, either from the portlet or the full view, or when an Action Item has been updated by another user, it will appear in bold. Once the details of an Action Item are displayed, the font then turns to regular.
Can I export data from the Action List application?
Yes, from the full view, click the “Export to CSV” link and the displayed list or the selected Action Items will be saved in a separate file for further use.
I have saved the link displayed from the chain icon in my bookmarks and I get “This information is restricted to logged users” when I attempt to use it?
You must be logged in to the portal before being able to use the saved queries.