How to Create and Manage Action Items

Overview

Action Items are the most important part of Continuity Planning. The process of thinking through the steps you need to take to prepare is critical to developing a culture of preparedness. Kuali Ready allows you to manage Action Items in multiple locations within plans.

• Action Items Summary - This screen is available from the link near the top of the plan navigation when you are in edit mode. It includes the Action Items from every plan section. You can add, edit and archive Action Items here, and also sort and filter the items for viewing.
• Action Items can also be managed within the Critical Functions, Instruction/Faculty Preparedness and Information Technology sections of plans.

Instructions

Action Items Summary screen

• To add an Action Item, select the New Action Item button.

• Complete the form and select the Save button. You can assign the item to one of the plan Critical Functions, or select that it is not part of a Critical Function.

• To edit an Action Item, select the pencil icon next to the item on the Action Items summary screen.
• To archive an Action Item, select the file drawer icon next to the item on the Action Items summary screen.

Plan Sections

• Select the Action Items link within the plan section.
• To add an Action Item, enter the title in the Action item field and select the Quick Add button, or select the New Action Item button to add a detailed Action Item.

• To edit an Action Item, select the pencil icon next to the item on the summary table.
• To archive an Action Item, select the file drawer icon next to the item on the summary table.

Tips

• Archived Action Items do not show on the Plan View screen or PDF of the plan.
• Archived Action Items can be ‘Unarchived’ to edit them or permit them to show on PDFs.
• Action items added in plan sections will appear on the Action Items summary screen.
• Action items added on the Action Items summary screen will also appear in plan sections if you select a Critical Function for the item.
• Ready Admins can view the Action Items Report to see Action Items for all plans in one location.