What is the Action Item Element?

This new element for the form designer will allow you to generate Action items off of any of your form designs. Create meeting forms for your managers, toolbox talks, and more!

Watch the video below for a complete overview of the Action Item Element

Adding an Action Item Element to a form Design:

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1: Click the Action Item Element in the Element Library on the left to add the element to your form design
 
2: Action Items automatically generate action items to be assigned when a worker hands in the form
 
3: Action items can be made as a required field, but in most cases such as Safety Meetings, this can be left as optional.
 
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4: The Action Item is a complex form element that includes all the form fields, files uploads and repeating behaviour required to document and initiates an action item from any form.
 
5: Titles and descriptions are required, as they collect the information for the action item.
 
6: Workers can upload files to support the documentation of the action item.
 
7: Action items have repeating behaviour, workers simply click "Add Action Item" to capture another corrective action item.

Note: Each action item added to the form will create its own action item in "My Tasks".

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An action item in the "My Tasks" table:

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8: When a worker hands in a form containing one or more action items captured in the action item element, an action item will be created and sent to be assigned for correction by managers.