Project actions enable action or to-do items to be placed against the project.

 

Outstanding actions and future actions that are due soon create an alert . Actions are outstanding when they have no approved date, or the approved date has not yet passed. An action is approved once its approved date is reached, and is deemed ‘ratified’ if a meeting date has been set and has passed. Future actions have a ‘Date Action By’ set, with no approved date specified, and they generate an alert when the action by date is approaching.

 

In addition, a document and User can be associated with the action item.

Please note that users include :-

•all Administrator users,

•all HREC Member type users who are linked to a HREC Member,

•all Sponsor type users who are linked to a Sponsor that has visibility to the project,

•all Research type users who are linked to a Researcher that has visibility to the project.

For details on linking, see the Linking Users section.

 

Action Required is mandatory for an action, and outcomes can be entered.

 

n.b. The meeting date selector offers only available meeting dates, except administrative users who can also select the previous meeting date.

n.b.b. The meeting management  icon may also appear offering meeting status details in the tooltip.