Action Item

REVIEW ACTION ITEM

1. Login as “HOD” and go to My Action screen (Image 1)
2. There are four section provided to view and take action against tasks which are mentioned below :
   • FOR YOUR ACTION : Display “Tasks Management”, “Incident”, “Accident”, “Site Inspection” and Action Items which needs to be performed. Also display the tasks which are saved as draft are displayed here. User will update final information and submit it for further action. (This section is display by default)
   • FOR YOUR REVIEW : Display the tasks such as “Tasks Management”, “Incident”, “Accident”, “Site Inspection” including Action Items which needs to be reviewed. The tasks will be displayed to reviewer for review where reviewer will take action against it.
   • FOR YOUR INFORMATION : Display all the tasks such as “Tasks Management”, “Incident”, “Accident”, “Site Inspection” to creator/requester with their current status. User can view the task details by clicking subject in “Subject” column.
   • UPCOMING TASK(S) : Display future tasks which are planned already.
3. Click on a particular task in subject column in “FOR YOUR REVIEW” section to open the task in different tab.(Image 2)

1. To take action against a particular observation report select Action from drop down list as below :
   • Approve : The particular task is approved by “HOD” first. Then the task will reviewed by “Plant HS Team Or Plant Env Team” followed by “Plant HS Head Or Plant Env Head” and “EHS MR”.
   • Send back for correction : To reject an action item. If action item is rejected then it will again go back to to the person for correction who performed the task and submit again.
2. Click Submit button to update the task details as per the selected action.