Use an Action item to tell someone they have been assigned something to do.
You can use the Action form to do the following:
Create a new workflow, indicate the action that must be performed, assign someone to the action, and start the workflow steps.
Indicate you have completed the action assigned to you by clicking Workflow Actions » Complete on the Workflow Form toolbar.
Track the progress (the current status and the assignee) of an action by viewing the Progress tab of the Action form.
The default workflow steps include a number of actions, including the following:
A notification (email and dashboard alert) at step start
A reminder notice every three days that the action is not completed
A past due notification that is sent to the assignee if the action is not complete before the due date
A management escalation notification that is sent five days after the due date. The assignee’s manger is defined in the Security Administrator.
A notification to the originator or creator when the action is completed.
These notifications usually include both an email and a dashboard alert. To add more content to the notifications, access the Workflow Steps tab of Workflow Type Configuration and click the email hyperlink in the Step Action grid.
As the originator, manually enter the assignee on the Action form. When you click Start workflow, the workflow notifies the assignee via an email and a dashboard alert that an action has been assigned to them. The assignee clicks the Complete menu option when they have completed the task.
If you assign multiple users to an action, all users receive a notification to perform the task.
If a user rejects an action, it is still assigned to them but you can reassign it to another user.
If you are incorrectly assigned an action, you can reject it by clicking the Reject menu option to send the originator a rejection notification.
If you suspend an action, PM Compass prompts you for a comment and creates a history record. The Resume button is enabled, and the action remains in this state until you click Resume. The workflow then continues.
PM Compass closes an action after you cancel the workflow.
If an action has multiple assignees, PM Compass closes it after one of the assignees closes it.
The following are examples of action types:
When expected parts for a shipment do not arrive on time, a CAM (Control Account Manager) creates an action for the purchasing agent, asking them to call the supplier about the delivery of the parts. The default action is connected to a control account for ease of monitoring. The CAM can set a due date for the request and the workflow handles the rest.
An administrator can create a scheduled alert to automatically create an action, reminding a CAM to complete their time sheet.
An administrator can create a scheduled alert to automatically create an action for all users who have past due tasks. These include workflows whose workflow steps have not been started or workflows that users have created and that have not been completed.
All workflow categories in PM Compass share common List View grid columns and common toolbars.
There are two toolbars:
List View toolbar — Use this toolbar for tasks such as creating a new action or selecting a workflow step.
Form View toolbar — Use this toolbar for tasks such as starting the workflow steps or deleting an action.