Related Topics:

My Portal

Actions

Synthesis-enabled applications allow you to create and track actions to ensure that appropriate progress is being made. Actions are resources that are available for use throughout the project and can be managed via the Resource Manager or via the Actions page of My Portal.

The Action window allows you to create, view and edit actions. It can be accessed from the Actions page of the Resource Manager by choosing Home > Edit > New, by selecting an action and choosing Home > Edit > View or by double-clicking an action.

To create an action via My Portal, you must first specify the project that it applies to. To do this, open the filtering drop-down list at the top of the page and then select the project from the Project drop-down list. You can then choose My Portal > Actions > Create Action. The Action window will appear, as shown next.

Note: The fields that are enabled in the interface and the options available in configurable drop-down lists will depend on the interface style settings that have been defined for the current project in Xfmea/RCM++; you must have one of those applications installed in order to change the settings.

You must enter, at minimum, a description of the recommended action. Other fields can be filled out immediately or at a later time.

To edit an existing action, double-click the action in My Portal or select the action and choose My Portal > Actions > Edit Action.

The Action Status is displayed at the top of the window. The status of the action is determined automatically based on the dates defined for the action. The following statuses may apply:

The Action properties consist of six sections:

If Microsoft Outlook is installed on your computer, you can click the Outlook button to create a calendar event based on the action on your own Outlook calendar. By default, the event will be scheduled for the action's due date, but you can make modifications to the event in the properties window that appears.

E-mail

When working with actions, you can send e-mails to users both automatically and manually. Use the E-mail Settings window to enable e-mail notifications for actions in the database. Once these notifications are enabled, you can:

 

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