Actions

Actions

• What is an Action?
• How do I create an action?
• What are Action default settings and how do I set them up?
• Retiring Action & Action Assignments
• How do I make a report on all Actions in my Folio Instance

Assignment of Actions

• Assigning actions to users
• Editing Actions Assignments
• Can I create multiple assignments of an action linked to one Folio?
• How do I bulk assign one action to multiple users?
• Reassigning actions in bulk
• Changing Action Result Due Dates

Completing an Action

• How do I complete an action?
• How do I complete multiple Actions at once?

Results

• How do I see action results?
• Uploading evidence to an action
• How do I make an Action Results Report?
• Action Person Responsible Status
• Deleting Action Results Attachments

General

• How do I link an existing action assignment to a Folio?
• How do I link an action to a Folio (contract, risk or incident)?