How to close Actions on the Pulse App?

Created by Adnan, Modified on Thu, 5 May, 2022 at 7:19 PM by Adnan

1. To view and edit the assigned Action, you need to click on “Incident Reporting” located below “Analytics”

Note : “All Actions” Tab is visible only to the Super Admin user who can view the entire organisation's actions. To view actions specifically assigned to you, click on "My Actions" and only those actions assigned to you will show up

2. You will now see a dashboard view with the action data organised under different statuses

We will now go through each of the statuses

A. "To Do" shows the numbers of Actions that are assigned to the team however they are pending to be completed

B. "In Progress" shows Actions which have been acted upto however they are in progress and needs to be completed

C. "Overdue" shows all Actions which have not been completed within the given deadline

Note : For all overdue Actions, the Assignee would not be able to open and complete the action. They would need to request the Admin to extend the deadline so that they can complete and close those actions.

D. "Can't Do" shows the number of Actions that can’t be completed by the person whom the Action is assigned to

E. "Completed" will show the count of all Actions that have been completed and fixed by the respective teams

F. “Reviewed” shows the number of actions that have been completed by the team and reviewed by a higher management / Authority

3. In case the Issue needs to be reassigned or the deadline needs to be changed, the user with the admin access can assign the issue to another user and can also change or extend the deadline by clicking on the edit Field

4. Managers can quickly go to the action page and view any activity if required, if they want to inform the managers they can write and chat within the activity page.

5. All details that have been mentioned in the chat are saved and can be viewed anytime in the near future