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Work on an action item

Action items are listed on the dashboard under three (3) tabs. The tabs list the items that you are currently working on, the items you have created and new action items recently added.

On the Dashboard

Each action item is listed with some basic information, including the type of item, who created the item and the student which the action will affect.
Click on the link to view the full details of the action item.

The Action Item

Each action item has :
1. The type of request and unique number.
2. Details of the request.
3. A link to the area of the OCMS where the action can be taken
4. An area to add notes to the action item
5. Controls to set the status of the action item

Setting the status

1. Choose the status of the action item using the drop down status menu.
2. Click the Save button to save the status update.

Add a note

1. Type your note in the note area
2. Click the Save button.

Set an action item to show you are working on it

1. Set the status of the action item to Pending using the dropdown.
2. Click the Save button.
The action item will now indicate that you are working on it.

Close an action item

1. To close the action item set the status to Resolved or Cancelled as appropriate.
2. Set the Close request checkbox to checked.
3. Click the Save button.