Operations with Action Lists

This section describes all operations that a Tenant user can perform with Action lists.

Create an Action List

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Click Create action list.
4. Enter the action list name into the Name field.
5. If required, add a description to the action item in the Description field.
6. Add the timeout value in days into the Auto-Archival Timeout (days) field.
7. Click Save.

Edit an Action List

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Click Actions next to the action list you want to edit.
4. Click Edit.
5. Enter the new action list name into the Name field.
6. If required, amend the description in the Description field.
7. Click Save.

Delete an Action List

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Click Actions next to the action list you want to delete.
4. Click Delete.
5. Confirm deletion.

Access Action List Configuration

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Click Actions next to the action list you want to configure.
4. Click Configure.

Alternatively:

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Click the action list.
4. Click Configure.

Create an Action State

1. Navigate to the action list configuration screen.
2. Click Create action state.
3. Select the category to add the state to from the Category dropdown.
4. Enter the action state name into the Name field.
5. Click Save.

Edit an Action State

1. Navigate to the action list configuration screen.
2. Click Actions next to the action state you want to edit.
3. Click Edit.
4. Amend the category in the Category dropdown.
5. Enter the new action state name into the Name field.
6. Click Save.

Delete an Action State

1. Navigate to the action list configuration screen.
2. Click Actions next to the action state you want to delete.
3. Click Delete.
4. Confirm deletion.

Create an Action Area

1. Navigate to the action list configuration screen.
2. Select the Action areas tab.
3. Click Create action area.
4. Enter the action area name into the Name field.
5. Click Save.

Edit an Action Area

1. Navigate to the action list configuration screen.
2. Select the Action areas tab.
3. Click Actions next to the action area you want to edit.
4. Click Edit.
5. Enter the new action area name into the Name field.
6. Click Save.

Delete an Action Area

1. Navigate to the action list configuration screen.

• Select the Action areas tab.

2. Click Actions next to the action area you want to delete.
3. Click Delete.
4. Confirm deletion.

Create an Action Category

1. Navigate to the action list configuration screen.
2. Select the Action categories tab.
3. Click Create action category.
4. Enter the category name into the Name field.
5. Click Save.

Edit an Action Category

1. Navigate to the action list configuration screen.
2. Select the Action categories tab.
3. Click Actions next to the action category you want to edit.
4. Click Edit.
5. Enter the new action category name into the Name field.
6. Click Save.

Delete an Action Category

1. Navigate to the action list configuration screen.
2. Select the Action categories tab.
3. Click Actions next to the action category you want to delete.
4. Click Delete.
5. Confirm deletion.

Archive an Action List Item

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Select the action list.
4. Click Archive.

Create an Action List Item

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Select the action list.
4. Click Create action list item.
5. Enter the action list item name into the Name field.
6. Select the action list item holder from the Action holder dropdown.
7. Enter required tags into the Tags field.
8. Select the state from the State dropdown.
9. Select the action area from the Action area dropdown.
10. Select the action category from the Action Category dropdown.
11. Select the planned start date using the Planned start date selector.
12. Select the actual start date using the Actual start date selector.
13. Select the planned end date using the Planned end date selector.
14. Select the actual end date using the Actual end date selector.
15. If required, click Add to add any attachments. To remove attachments, click Remove All.

Edit an Action List Item

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Select the action list.
4. Click Actions next to the Action List Item you want to edit.
5. Click Edit.
6. Enter the new action list item name into the Name field.
7. Select the new action list item holder from the Action holder dropdown.
8. Edit tags in the Tags field.
9. Edit the state in the State dropdown.
10. Edit the action area in the Action area dropdown.
11. Edit the action category in the Action Category dropdown.
12. Edit the planned start date using the Planned start date selector.
13. Edit the actual start date using the Actual start date selector.
14. Edit the planned end date using the Planned end date selector.
15. Edit the actual end date using the Actual end date selector.
16. If required, click Add to add any attachments. To remove attachments, click Remove All.

Delete an Action List Item

1. Click the hamburger menu in the top-left corner.
2. Select MDI > Action Lists.
3. Select the action list.
4. Click Actions next to the Action List Item you want to edit.
5. Click Delete.
6. Confirm deletion.