Qudos 3 Help

Actions List

The Actions List may be accessed from the Actions link on the main screen, or from menu item Modules / Actions List. It displays a summary of all Action Forms recorded during the selected period. You may perform a range of actions by selecting an item from the Functions menu or clicking the appropriate buttons.

For help on activities associated with this form, go to Actions - Activities

Filter options:

Filter	Selection type	Description
How raised	Combo box	How the matter came to light. Examples include: customer feedback, risk assessment, and internal audit. Select from pre-defined and user-defined options
Topic	Combo box	The main subject matter that the action relates to. Examples: quality, safety, and environment
Type	Combo box	The nature of the record Examples: nonconformance, recommendation, incident and idea
Location	Combo box	Geographic - Where the record relates to. Select from user-defined options
Business unit	Combo box	Organisational - Team or department the record relates to. Select from user-defined options
Assigned to	Combo box or pop-up form	The person assigned with responsibility to plan / take action. Select from names in your People List
Status	Combo box	The current standing of the record. Examples: Open, Closed, Action not planned. Select from pre-defined options
Overdue	Combo box	How long action is overdue by. This filter is only available if 'Overdue' is the selected option in the 'Status' filter. Select from pre-defined options
Modified	Combo box	Records that have been modified / not modified within the selected number of days. Select from pre-defined options
Dates (From/To)	Calendar	The dates between which Action Forms were first recorded (this may not be same date that an event or incident actually occurred)
Action Number	Number field	Will return any actions that contain the entered number in their Reference Number field. This a "pattern search" - meaning that the search will find any actions with a reference number that includes the pattern of numbers entered in this field e.g. a search for "64" would find any action that included 64 as part of its reference number - such as 64.00, 64.01, 264.00 etc. Whereas a more strictly defined search for "64.01" would find that action only
Event	Text field	This is a keyword search that will return any Actions containing that text in the main "Event, Subject or Issue" field
Show inactive options	Check Box	Filter records based on inactive options e.g. defunct business units

Fields displayed:

Field	Description
Number	An auto-generated number used to individually identify the record
Event or subject	Text description
Recorded by	The person that recorded the Action Form
Date recorded	The date the Action Form was first recorded (this may not be same date that an event or incident actually occurred)
Assigned to	The person assigned with responsibility to plan / take action
Total cost	Sum total of all entries made in cost fields in the Action Form
Priority	Considered importance of the matter

You may change the sort order of records by clicking on the title of any column. Alternate clicking will change the sort order to ascending or descending. This will affect the sort order as viewed onscreen. It will not change the order permanently, or affect any reports generated.

For navigation to more records, the table has a Paging tool at the bottom.

Buttons:

Button	Description
Search	Filter the list based on selected options
Reset	Reset the filters to default options
Procedure	Open the documented procedure used to describe business rules related to the Actions module
New	Add a new Action Form
Edit	View / Edit the selected Action Form
Close	Close the Actions List

Functions menu:

Function	Description
New	Add a new Action Form
Edit	View / Edit the selected Action Form
Delete	Delete the selected Action Form
Print List	Print the list as filtered
Print Action	Print the selected Action Form
View Procedure	Open the documented procedure used to describe business rules related to the Actions module

Print menu:

There are various reports available from the Actions List:

1. The Print List report displays more records per page. It includes the Event/Subject text, the total cost of each action, and the Grand total of all actions matching the selected criteria. The report displayed will include all Actions that match the selected criteria in the filter options.
2. The Print Extended List displays more details about each record, but excludes the cost field. The report displayed will include all Actions that match the selected criteria in the filter options.
3. Print Action - display report for currently selected action
4. Print Actions History log - displays report of changes to 'Assigned to' person and 'Action Rewuired by date'

For more details on reports, see: Sharing information: Exporting, Emailing, and Printing

Contents | Actions | For help on activities associated with this form, go to Actions - Activities