Action Items - Desktop Management

Action Items are issues that need follow-up attention on the MyFieldAudits platform.

This article covers the following actions on the desktop:

• how to find and filter all your open Action Items
• how to add additional comments/media
• how to reassign and change due dates
• how to close Action Items

You can also add media, comments and close actions from the mobile app (covered here)

Getting Started:

1. Head to www.myfieldaudits.com and login

2. All of your Action Items are managed under the EVENTS tab on the left hand side

3. Once opened, you'll see all currently open Action Items across the locations you have access to

4. Use the Location Selector on the left to filter to specific sites

5. On top of each section (Past Due, Due Soon, Open), click the three dots to open various filters to find specific Action Items

6. Hover over an Action Item and click the "eye" icon to see details. From this view, you can add additional comments, media. 

7. Click the Assignment Button (person icon) to open drop downs to change assignee and current due date. 

8. You can close an Action Item in a number of ways: Click the Checkmark icon, click and drag the Action Item to the bottom right corner, or select multiple Action Items and select "Close" from the top dropdown menu.