Who is this article for?

Administrators who want to learn how to link items and reopen closed Actions.

Administrator permissions are required.

Effectively tracking and managing Actions is crucial for maintaining operational efficiency. This article outlines how to link items in Actions together to provide better efficiency, as well as the process for reopening Actions that were previously closed but require further attention.

1. Linked items in Actions
2. Reopening closed Actions

1. Linked items in Actions

Actions created from outside the dedicated actions tab, such as within a risk in Lucidity Risk, will generate links to that item for the actionee to utilise. These links will then appear in the My Actions page for the actionee.

By clicking on the blue star  icon from Lucidity Intranet or the hyperlink within the action, the user will be taken back to the record where the action initially generated from.

2. Reopening closed Actions

Closed actions can be reopened if required but only via Lucidity Intranet.

To reopen an action, from Lucidity Intranet, Actions:

1. Use filters to locate the action (note default filter may be set so only open actions are displayed)

2. Click Edit.

3. Click Reopen Action.

4. The action will be reopened and the status will remain set to open until it is closed once again.

3. Further reading

• Navigating, filtering and reporting on Actions
• Configuring Action permissions, notifications and Dashboard widgets
• Creating, editing and deleting Actions – Lucidity (ideagen.com)