...

• By – This indicates whether the Learner, Mentor, or Reviewer is responsible for the action.

• Officer – Selecting this will take you to the corresponding Officer Summary page.

• Type – These values can be customised in the Action Types section of PICSWeb List and Type Configuration.

• Due date

• Action details

• Done date

• Score – This is a numerical value used to indicate the importance of the actionHere you can assign a score value to the action to indicate how important it is. This number is for labelling use only and does not affect any other data in the system.

...

Filtering the Action List

The option to Search the action list and filter by Number of Records is available from above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

• By

• Type

• Officer

Exporting the Action List

...

Further details can be added by editing the action point.

Editing Actions

Selecting ... > Edit by an action point in the list will open a window where you can edit existing details and enter new ones. The following details are available:

• Due date – Selecting this field will open a calendar date selector.

• Done date – Selecting this field will open a calendar date selector.

• By – This indicates whether the Learner, Mentor, or Reviewer is responsible for the action.

• Officer – A search bar is available at the top of the drop-down menu.

• Type – These values can be customised in the Action Types section of PICSWeb List and Type Configuration.

• Action

• Notes

• Score

...