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Creating, editing and deleting Actions
Who is this article for?Administrators who want to learn how to manage Actions.
Administrator permissions are required.
The following article details how to create, edit and delete Actions in Lucidity. Actions can be added from the My Actions menu, the All Actions menu or from other locations within Lucidity Software, such as within a specific risk in Lucidity Risk. See each application user guide for full details.
1. Create an Action
Video: Add Actions
To add new actions, from the My Actions or All Actions page:
- Click Add New.
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Complete the fields (Refer to Definitions of fields below).
Note: The details captured for each action may vary slightly between each Lucidity Software module. Fields marked with * are mandatory.
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Click Save to save the action and assign it to the actionee(s).
1.1. Definition of fields
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Name |
Definition |
|---|---|
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Actionee |
Lucidity Intranet Actions: Actions created from Lucidity Intranet All Actions page can have one or multiple actionees. Where there is more than one actionee, a separate action is created for each actionee - each action is then managed independently. User groups can be used to assign actions to multiple actionees at once. See further details below in the User Groups article. |
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Action Description |
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Due Date |
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Tags |
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Statuses |
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Upload a File |
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Form Template |
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Comments |
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2. Edit an Action
Video: Edit & Delete Actions
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Locate the action at the bottom of the screen
Tip: Hiding filters can make viewing the results easier.
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Click Edit to the far right of the relevant action.
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Adjust fields as required.
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Click Save to keep the changes.
2.2. Closing Actions
It is the actionee's responsibility to set the status of an action to Close once it is complete. This can be done by following the editing instructions above and changing the status to Closed.
This is particularly important in the case of repeating actions as the next action in the series will not be displayed until the previous is closed, even if past it's due date.
3. Delete an Action
To delete actions, from the My Actions or the All Actions page:
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Click Show Filters.
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Use filters as required to locate the relevant action
Note: Default filters will be set to display open actions for the current module only.
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Click Filter.
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Locate the action at the bottom of the screen.
Tip: Hiding filters can make viewing the results easier.
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Click Actions to the far right of the relevant action.
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Click Delete.
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In the pop-up that appears, click Delete to completely delete the action.