Action Items

Applies to:

  • Admin Assistant (dedicated support for the committee)
  • Committee Co-Chair (a worker and an employer)
  • Committee Regular Member
  • Committee Alternate Member
  • Ex-Officio (non-voting)

STEPS

  • To view action items for your committee that are open, completed, and cancelled, navigate to the ‘Action Items’ option on the left side of the screen (see highlight number 1). Above highlighted box number 2, you will find tabs to review ‘open action items’, completed action items’, and ‘cancelled action items’. In highlighted box number 2, you will find any action items to which you are assigned. In highlighted box number 3, you will find all action items assigned to other committee members.
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  • To drill down into the action items, select the action item that you need to review. This will open a table on the right side of the form that describes the action item in more detail (see the below screenshot).
  • In the highlighted box in the top right corner, you can update the status of your task. If you hover over the ‘Assigned to’ option, you can see those to whom this task is assigned. If you are not assigned the task you are reviewing, you cannot update the status.
  • Once the task is complete, the item will be removed from this area and automatically moved into the ‘completed action items’ section.
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