Action Item Tracker

The Action Item Tracker Module is a centralized location where users can log and access assigned action item information from all modules for follow-up and reporting. Data relating to the action item is linked across modules and readily available for reference purposes.

The Action Item Tracker Module is a centralized location where users can log and access assigned action item information from all modules for follow-up and reporting. Data relating to the action item is linked across modules and readily available for reference purposes.

AIT-main

Features

  • Filterable data on enterprise Action Items
  • Configurable dashboard and KPI reporting
  • Single Source of Knowledge for Action Item Status
  • Convenient access to related actions
  • Custom fields and configurable Action Item list
  • Integration with in-house solutions
  • Mobile solutions
  • Reporting and file attachments
  • Stand Alone Action Items allow for creation of independent action items that utilize the built-in notification system to assign items to system users
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Basic Module Functionality

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Orientation of the Module

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Managed Action Item Tracker Data:

  • Action Item Assignment
  • Action Item Dashboard
  • Personnel Assignment
  • Open Action Items
  • Closed Action Items
  • Action Id
  • Date Created
  • Category
  • Status
  • Action
  • Reference Contact
  • Linked Object Reference

Action Item Tracker Reports:

  • Action Items Assigned
  • Open Action Types
  • Action Item Summary

    Frequently Asked Questions

    Can you provide an overview of the Action Item Tracker Module?

    The Action Item Tracker Module is a centralized location where users can create and access assigned action item information from all modules for follow-up and reporting. Data relating to the action item is linked across modules and readily available for reference purposes. Custom reports and KPIs are available with a click of the mouse.

    Does SLM® system have ability to assign and monitor tasks/actions within MOC workflow?

    Yes, the SLM® system has robust Action Item Tracking functionality. Action items can be updated through the MOC interface and workflow, or they can be completed through the Action Item Tracker module. The SLM® system is currently configured for Default MOC Action items where positive
    responses to MOC checklists generate action items. Action Items can be cloned to reduce data entry requirements.

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