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Administrator Log On | Set Up | Copy to Local | Permissions | Groups | Admin. Workplan | Admin. Notification | Admin. Calendar | Admin. Action Items | Admin. E-mail Table | Admin.Search (document) | Admin. Search (attributes) | Admin. History | Document Merge | Admin. Attributes (proposal) | Admin. Attributes (general) | Banner Message | Broadcast Message | Users | Zone | Glossary (Definitions)

Action Items

Action Items provide a simplified version of Workplan and Notification features designed to be used as a to do list on a more granular level than Workplan. You can see at a glance items that have been assigned to you, due dates and current status. Click on an item to see applicable comments in text box. The default view is for the last action item entered to show first.

Action Items are added and edited by an administrator in the VPC Admin interface, but users can add/edit comments and change status by either clicking on item and then edit button, or double clicking on item thereby opening an edit panel. Comments may not exceed 128 characters.

Unless disabled by admin, you will receive an e-mail notification when an action item is assigned to you, or the status changes from closed to open. The e-mail will contain the proposal, item number, title, due date, description, and a link that, when clicked, will launch a session of VPC. After the user logs in, VPC opens in the applicable proposal in the Action Item panel with the specific Action Item selected. If this feature is not disabled by admin, you will also see open action items assigned to you on a proposal by proposal basis in the daily report. Past due items will show in red. An e-mail will be sent to assignees if action items are past due.

Users, who have been granted permission by the proposal admin, may also fully edit, add, delete, and export action items in this panel. (See Help screen for Admin Action Items)

See Entering and/or Editing Data in a table


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