Who is this article for?

Users who need to review existing Audit Records.

Audit Administrator (AUDADM) permissions are required.

Action Types are template records for Actions and so must be predefined before an Action arising from a Finding can be created.

1. Accessing Action Types
2. Creating Action Types
3. Amending Action Types

1. Accessing Action Types

To access Action Types:

1. Navigate to Audit Manager.
2. Select Housekeeping.
3. Choose Action Types.

2. Creating Action Types

To create an Action Type record:

1. Click the Add New Record icon above the list of Action Type records list.
   The fields in the Action Type Details screen will be cleared.
2. Give your Type a Code.
3. Enter a Title.
4. Tick Active to make the Type selectable in other areas of the module.
   This feature is provided so that you can remove Action Types from active use, while retaining them for use with previous Actions that have been retained for information purposes.
5. Text is a mandatory field that will populate each Action generated from this Type.
6. Pick an Escalation Path from the dropdown (if required).
7. Tick any of the required additional settings:
   • Comment on Closure - Requires the Actionee to supply comments when completing an Action.
   • Completion Date - Requires the Actionee to supply a completion date when completing the Action details.
   • Abandon Change Path - Allows the Actionee to Abandon the Change in its entirety. If the RFC only contains one Change, then the RFC will also be abandoned.
   • Create New Action - Allows the Actionee to create a new Action within the Change for continuation or completion.
   • Redirect Action - Allows the Actionee to transfer ownership of the Action to someone else.
   • Attach a Document - Allows the Actionee to associate a Document with the Action.
   • Repeat Sequence - Allows the Actionee to loop the Change back and select which Actions in the Change Path should be rerun.
   • Modifiable -Allows the Actionee to amend the Action's metadata.
   • Increase Priority - Allows the Actionee to amend the Action's priority. Priority denotes the Action priority and effects the presentation of the Action in the Actionees To Do List.
8. Click Save.

3. Amending Action Types

To edit an Action Type record:

1. Select the row of the relevant record in the left hand list.
   Action Type Details will be populated with your selection.
2. Amend the details as required.
3. Click Save.