Assigner/Auditor/Admin (you are assigning the action items)
As an Admin, or other user with reporting permissions, you can see all the Action Items both outstanding and completed, in the Reporting section.
Action Items are assigned by the user submitting the audit. An "Add to Action Plan" button will appear for each question.
Notes:
- 1 action item can be assigned per audit question
- Action items can be assigned to multiple users. Once an action item has been marked as complete by one assignee, then the task will be completed for all assignees.
- Admins (or users with the permission to "Edit Submissions" can change these assignees, if needed. You will need to edit the action item to change the assignee(s).
- By default, the dashboard task list widget is disabled. Please let an Op Central support specialist know if you would like to have it added to your dashboard.