Overview
The Actions section of the RAR is split between two categories:
- Last Actions - past actions
- Next Action - future dated actions
Last Actions
This section allows you to review Actions and mark them as complete. You also have the ability to add comments to each action, where necessary.
This section will only be populated if there was at least one previously completed RAR
Next Actions
The Next Actions section allows the user to add upcoming actions. Idea actions are also displayed here. Users also have the ability to capture revised dates for actions not previously completed.
Under Next Actions, you can sort the actions list by clicking a column header. You can also rearrange the actions list by clicking the action until it changes colour as per the image below:
An actions icon indicates the source of that action
![]() | Originates from an Idea |
![]() | Originates from a meeting |
[blank] Created within the RAR |
Actions with an information icon indicate an action that was added after the RAR
Configuring Actions
![]() | Add - adds an action, each action needs an owner and due date |
![]() | Comment - adds a comment to that specific idea |
![]() | Delete - Deletes the action* |
![]() | Show RAR action area - adds a field to show which are the idea belongs to |
![]() | Show all comments - opens all comments underneath all ideas |
![]() | Filter - changes the action filter to show All, actions from ideas or actions from meetings |
Selecting delete will bring up a prompt to confirm deletion of the idea
To permanently remove a RAR action from the system select the check box above
It is possible to add an additional status colour - to indicate ideas where the due date has changed, although this needs to be specifically request, as it is not currently a standard feature.