Add Action Required

This section keeps a record of active and completed Action Notes. Action Notes are useful to keep track of additional/ad-hoc tasks to complete that are not present in the service’s workflow.

1. Click Add Action Note, and a window will appear.

2. Fill in the Subject, Due Date, Notes, PIC (Person In Charge).

3. Tick Send Action Due Reminder if you want an automatic notification to send to PIC’s email, on the created date and due date. Otherwise, leave it unticked.

4. Click Save.

You will see the notes displayed as a list for easier tracking.