Who is this article for?  

  Users who want to learn about creating an Action.

  Access to the Actions module required.

This guide will walk you through the steps of how to create an Action.

1. Creating an Action
   1. Video
   2. Steps

1. Creating an Action

1.1. Video

1.2. Steps

1. Access the Actions module.
2. Select Actions from the Action module menu.

3. Select Create New from the Create Action drop-down menu.

4. Enter the Title for the Action.

5. Choose the relevant Action Type.

6. Select the desired Category.

7. Assign the Priority level.

8. Choose the relevant Severity level.

9. Click the Calendar button.
10. Choose the Action due date.

11. Enter a Description for the Action.

12. Click Next.
13. Select the relevant Location from the drop-down list.

14. Click Next.
15. Select the desired Process area from the drop-down list.

15. Choose Next to proceed.

16. Review the Action details and select Save.
17. Click the pop-up to view the Action you just created, or you can manually locate it within the Action list.