Action Items Edit - Screen Guide

Action Item Edit Screen

The Action Item Edit screen is used to create, update, and manage individual action items within a job.
It provides a tabbed interface to manage action item details, attachments, and audit history.

Tabs Overview

Details
Attachments
Activity Log

The system remembers the last selected tab for improved user workflow.

Details Tab – Field Definitions

The Details tab is the primary working area for managing the action item.

Action Item Number – Unique system-generated identifier for the action item.
Date Created – Date the action item was created.
Modified At – Date action item was modified
Due Date – Target completion date for the action item.
Job – Job associated with the action item.
Action Required By - User who needs to action set by mobile user who enters action item
Action Item Type – Defines the category of the action item (e.g. Variation Request, Progress Claim Request).
Description – Summary describing the purpose of the action item.
Status – Current state of the action item (e.g. Open, Pending, Closed).
Create new job note - Takes user to notes tab of job to create a new note

This tab defines the core information and workflow ownership of the action item.

Attachments Tab

The Attachments tab is used to manage files associated with the action item.

Upload supporting documents
View and download attachments
Store drawings, PDFs, images, and correspondence

Attachments are typically enabled after the action item has been created.

Activity Log Tab

The Activity Log tab provides a complete audit history.

Records all changes to the action item
Tracks status updates and edits
Logs user activity
Includes timestamps for all actions

This ensures traceability and accountability for all action item activity.

Tips

Complete Details tab before adding attachments
Use consistent naming and descriptions
Update status regularly to reflect progress
Attach supporting documentation for approvals
Review Activity Log for audit and tracking