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Action Manager

Hazid Action Manager is an off-the-shelf, configurable resolution tracking solution. It electronically logs, manages, queries, and reports on action items resulting from any area of the Hazid Integrity system.

To open Action Manager from anywhere in the project click the Open Sidebar button in the top left of the application to open the left sidebar and select “Action Manager”.

Action Manager

This will open the Landing Page where you can see all available projects.

Action Manager Landing Page

Selecting one of the projects will take you to the dashboard page for the selected project.

Action Manager Dashboard

The dashboard displays a collection of charts showing the current status of all actions and tasks within the project, selecting one of these charts will open the Actions tab with all actions filtered to the selected status.

Actions

The Actions Tab shows all the actions created in the project; they can be filtered and sorted by various properties including assignee, completion status and due date.

Action Manager Action List

Action Information

Selecting an action from the main list will populate the right-hand view with all the action information in the "Details" view.

Action Manager Action Details

We can also review the history of the action in the ""History" view.

Action Manager Dashboard

Action Filter

To filter the Actions, click the Action Manager Filter Button button at the bottom of the right hand view, this will open the filter form allowing you to filter on any of the fields displayed in the main view.

Action Manager Action Filter Form

With the filter defined click the Action Manager Search Button button to update the main view.

Tasks

The Tasks Tab shows all the Tasks created in the project; much like Actions they can be filtered and sorted by various properties including assignee, completion status and due date.

Action Manager Task List

Task Information

Selecting a task from the main list will populate the right-hand view with all the task information in the "Details" view.

Action Manager Task Details

We can also review the history of the task in the ""History" view.

Action Manager Task Jistory

Task Filter

To filter the Tasks, click the Action Manager Dashboard button at the bottom of the right hand view, this will open the filter form allowing you to filter on any of the fields displayed in the main view.

Action Manager Dashboard

With the filter defined click the Action Manager Dashboard button to update the main view.