Action List portlet: Difference between revisions

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The new community action list portlet is available for each TB/WG logged users and displays actions list for selected group(s) in the body selector.  
The new community action list portlet is available for all TB/WG. It is located under the ''Latest Draft'' portlet and displays the actions list of the selected group to logged users.  


Non logged users will see displayed the following empty portlet:
[[File:Portlet_logged_user.png|500px]]
 
Non logged users will see an empty portlet with the following error mesage:


[[File:Portlet_non_logged_users.png|500px]]
[[File:Portlet_non_logged_users.png|500px]]
Logged users will be displayed the CAL (community action list) portlet:
[[File:Portlet_logged_user.png|500px]]


Note: When mousing over the reference of an action item, the system displays a tooltip giving information on the content of the Action:
Note: When mousing over the reference of an action item, the system displays a tooltip giving information on the content of the Action:
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[[File:Portlet_view_tooltip.png|500px]]
[[File:Portlet_view_tooltip.png|500px]]


==List of Action Items==
==List of Action Items==  


'''The following information is displayed in the list of Action Items:'''
'''The following information is displayed in the list of Action Items:'''
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'''The following actions can be performed in this portlet:'''
'''The following actions can be performed from this portlet:'''
 
- Search action
 
*Active Action Items are displayed by default on the portlet. You can nevertheless indicate to the system your wish to see in addition or only closed Action Items since a certain date which you can enter by clicking on the small calendar icon. Click on the [REFRESH] button, the system displays then the action items closed since the date you entered.
 
*You can access to CAL application itself and perform your search from it by clicking on the ''Full view/search'' link. Then the system opens a new window displaying the list of Action items for the selected Technical body in the CAL application.


- Creation action
- Filter actions
: ''Active'' and ''recently Closed'' Action Items are displayed by default in the portlet. One can nevertheless change this and filter out the closed Action Items, or change the threshold date for the display of closed Action Items.


*You can create an Action Item from the portlet by clicking on the ''Create New'' link. The system then opens the Action Item creation screen. (See under part standalone application, Community Action List in the WIKI menu where the creation of an action item process is explained.
- Open the full application
: The full Action List application can be accessed by clicking on the ''Full view/search'' link. The system then opens a new window displaying the list of Action items for the selected Technical body in the Action List application.


- Create action
: TB officials can create Action Items from the portlet by clicking on the ''Create New'' link. The system then opens the Action Item creation screen. (See under part standalone application, Community Action List in the WIKI menu where the creation of an action item process is explained.


'''Access to one action item details from the portlet'''


In order to see one action item's detailled view, click on the reference of the wished action item, the system opens a new window displaying all the available data for this given action item.
-View details, update, add note to one action item
: Clicking on the reference of an wished action item will open a new window displaying all the available data for this given action item, and allowing to update it (if sufficient access rights) or to add a note.

Latest revision as of 15:40, 2 March 2015

The new community action list portlet is available for all TB/WG. It is located under the Latest Draft portlet and displays the actions list of the selected group to logged users.

Portlet logged user.png

Non logged users will see an empty portlet with the following error mesage:

Portlet non logged users.png

Note: When mousing over the reference of an action item, the system displays a tooltip giving information on the content of the Action:

Portlet view tooltip.png

List of Action Items

The following information is displayed in the list of Action Items:

- Action item reference

- Summary of the action item

- Status of the action item: An action item can be in the following statuses:

  • Needs action
  • In process
  • Completed
  • Cancelled


The following actions can be performed from this portlet:

- Filter actions

Active and recently Closed Action Items are displayed by default in the portlet. One can nevertheless change this and filter out the closed Action Items, or change the threshold date for the display of closed Action Items.

- Open the full application

The full Action List application can be accessed by clicking on the Full view/search link. The system then opens a new window displaying the list of Action items for the selected Technical body in the Action List application.

- Create action

TB officials can create Action Items from the portlet by clicking on the Create New link. The system then opens the Action Item creation screen. (See under part standalone application, Community Action List in the WIKI menu where the creation of an action item process is explained.


-View details, update, add note to one action item

Clicking on the reference of an wished action item will open a new window displaying all the available data for this given action item, and allowing to update it (if sufficient access rights) or to add a note.
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