Action Grouping

Action Groupings allow you to define a tree type hierarchy of groups and provides you with greater flexibility in the reporting of actions in accordance with different categories or hierarchies. This feature adds significant flexibility for using the information within the system or specific reporting requirements.

To create an Action Grouping, follow the steps below.

STEP 1: Go to Framework > Action Grouping.

Alternately, select Action Grouping from the Framework Side Toolbar.

STEP 2: Click the '+' icon next to Action Grouping heading.

STEP 3: Enter a new grouping name and a description.

STEP 4: Click 'Save'.

STEP 5: Click on the 'new Group' nodes on the left and add individual Action Groups for as many levels as you need.

Use the adjacent buttons to edit or delete a saved record.

A spell check button is also available at the top right corner.

Please remember, that deleting a group will also delete any child groups within it.

The following rules will apply within the Action Grouping and Action areas:

Action Groupings can only be added, edited and deleted by the Strategic Planner or Administrator

Linkages to Action Grouping can be made by the Responsible Person, Business Unit Manager, Business Planner, Strategic Planner and Administrator

Actions can be linked at all levels of the Action Grouping tree

Actions can be linked to one or many Action Groups

Last revised: September 23, 2018