Difference between revisions of "Action List"

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===Favourites view===
 
===Favourites view===
[[File:fav_list.png|550px]]
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==Create a New Action Item (AI)==
 
==Create a New Action Item (AI)==

Revision as of 14:36, 7 June 2011

Scope of the Community Action List (CAL) Application

This application allows ETSI communities to create and maintain actions items and action lists using the portal.


Search and list Action Items (AI)

List view

Search list.png

This screen is the detailed list of action items. It presents the results of the query in a list view with the following columns:

  • Selected or not (cannot be sorted, cannot be filtered)
  • Favourite (cannot be sorted; cannot be filtered)
  • Reference (can be sorted; cannot be filtered). Can be clicked to display Action details below the list.
  • Summary (can be sorted; can be filtered by text). This column also includes a “New” Icon if the action was created less than 1 month ago.
  • Status (can be sorted; can be filtered by choice in a list)
  • Contact (can be sorted; can be filtered by text)
  • Due by date (can be sorted; can be filtered by date entry and will display all actions which have a due date on or before selected value)

The list is always be grouped by Technical body. The following formatting is used in the list:

  • Unread action items: whole line displayed as bold
  • Read action items: whole line displayed as regular
  • Late action items: Due by date displayed in Red
  • Status column
    • “NEEDS-ACTION” in red
    • “COMPLETED” in upper case and green
    • “IN-PROCESS” in blue
    • “CANCELLED” in grey

The following actions can be performed to select/unselect one or more of visible action items (if the list is filtered, it does not affect hidden items) in the list:

  • “All”, selects all visible action items
  • “None”, unselects all visible action items
  • “Read”, selects all visible action items that have already been read
  • “Unread”, selects all visible action items that are marked as unread
  • “Starred”, selects all visible items that are in user's favourites
  • “Unstarred”, selects all visible items that are not in user's favourites

The following actions can be performed on selected actions in the list:

  • Change status to...
    • “CANCELLED”
    • “COMPLETED”
    • “IN-PROCESS”
    • “NEEDS-ACTION”
  • More... button
    • “Edit selected actions”
    • “Mark as read”, visible only if at least one of the selected action items is unread
    • “Mark as unread”, visible only if at least one of the selected action items is read
    • “Add to favourites”, visible only if at least one of the selected action items is not in user’s favourites
    • “Remove from favourites”, visible only if at least one of the selected action items is in user’s favourites
  • The following general actions can be performed:
    • “New action”
    • “Refresh”, re-executes the query and refreshes the list view

Report view

Search report.png

Favourites view

Fav list.png

Create a New Action Item (AI)

Actors: TB/WG/TG Chairman, Vice-Chairman and Secretary; TB support staff

In order to be able to create an AI you first need to be logged in to the portal. Click on the "create new" link in the portlet or in the CAL application itself.

The following creation screen is displayed:

Create New Action Item.png


The system displays an empty form which you are asked to fill in. Some of the attributes are mandatory:

- Community: This field is mandatory and automatically shows your TB/WG and all the subgroups which belong to the parent TB. i.e. If you create an AI for TB ERM Then the system will give you the possibility to change the community to any sub-group which belong to ERM.

- Due By: This field is mandatory. This is the date when the AI is expected to be completed. Click on the calendar icon and navigate in the calendar to select the date. You have the possibility to add text in addition should you wish to add for instance the reference of the next meeting i.e. ERM#45

- Contact: This field is mandatory. Enter the name of the responsible person(s) for this AI

- Summary: This field is mandatory. Short description of the AI. You can add to this summary web links and/or email adresses

- Status: When creating an Action Item, the system put the status 'NEEDS ACTION' by default. But you can change this status to any of the other available statuses for an action:

  • IN-PROCESS
  • COMPLETED
  • CANCELLED

- Origin: This text field can be a meeting reference (i.e. ERM#45), a phone discussion, email discussion, remote consensus...

- Description: Detailled description of the AI if needed. You can add to this description web links and/or email adresses

- Notes: This field is by default disabled, should you wish to add a note at the creation of the AI, click on the 'EDIT' button and fill in some text in the 'Notes' field.


When the action items fields are filled, click on the button ‘’SAVE’’. The system displays a creation wrap up pop-up of the created AI if you have created this AI from the CAL portlet. If you have created the AI from the CAL application itself, then the system refreshes the list of Action Items including the one you've just created.


Update the details of one Action Item

Actors: TB/WG/TG Chairman, Vice-Chairman and Secretary; TB support staff

You can update the details of an AI if the status of this action is either "NEEDS-ACTION" or "IN-PROCESS".

The detailled view of an AI can be accessed by clicking on the AI reference in the portlet and the system displays the following window:

Update AI details.png


Or by selecting the AI you wish to update in the list of Action Items.


Edit detail on an AI from the list view.png


Click on the "UPDATE" button to enable all the Action item properties and update the AI information. Ensure that you don’t leave a mandatory field blank

  • Note: If the AI's status you want to update is either "COMPLETED" or "CANCELLED", then change the status of the AI to "NEEDS-ACTION" or "IN-PROCESS" to be able to update the AI properties.


Change the status of one Action Items

Edit the details of an action item by either clicking on the AI reference from the portlet or select the AI in the list in the CAL application. Click on the UPDATE Button

Update the details of multiple Action Items at once

You can update the details of several action items at once only from the CAL application.

The list of Action items for a community is displayed. Tick several actions in statuses "NEEDS-ACTION" or "IN-PROCESS":

Edit multiple AIs top.png

click on the "More" button and select the action (Edit selected actions). the system opens the following pop-up window.

Edit multiple AIs bottom.png

Update the fields you wish to change for all selected AIs.

  • If you add a note, then the new text will be appended to the existing content of the note fields of all selected actions.
  • If you edit the Note field, then the system will overwrite the existing notes of all selected actions with the new note.

Note: The summary and the description cannot be modified in this configuration.

WARNING: Upon modification of a field the system will overwrite the corresponding field of all selected actions with the new content of the updated field.

When the update of the selected is finished, click on the SAVE button. The system refreshes the list with the changed fields.

Change the status of several Action Items at once

You can change the status of multiple Action Items at once only from the CAL application.

The list of Action items for a community is displayed. Tick several actions in statuses "NEEDS-ACTION" or "IN-PROCESS": Change status of multiple AIs.png

click on the "Change status" button and select the status you wish to apply to the selected Action Items. The system refreshes with the selected status.