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Clicking the Save Note button will save the details and create the Action ITAM. Clicking on Close will close the form without saving your changes. Once you create an Action ITAM, as soon as the form is refreshed, the icon will change to green, indicating that there is a pending Action ITAM on the field. It will also display the profile picture of the user or examiner to whom it is currently assigned.
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Viewing Action ITAMs
There are a couple of ways to view an Action ITAM which has been assigned to you. The quickest is through the Dashboard. When viewing the Dashboard, it will display all of the Action ITAMs currently assigned to you including the name of the form with which it is associated, the Title of the associated field, the text of the Action ITAM and the Due Date if assigned. The Form Name field is also a link directly to the field in the form.
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The final way to view Action ITAMs is by running the Action ITAM Report if it is available to you. For more information about the Action ITAM Report see the appropriate report description in the Report Types section of the guide.
Responding to Action ITAMs.
If you have an Action ITAM assigned to you, it is simple to respond. The first step is to navigate to the form and field associated with the Action ITAM in one of the ways described above.
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Clicking the Save Note button will complete the response and complete your Action ITAM. The field will update the next time the form is refreshed, displaying the icon of the user to whom the Action ITAM is now assigned based on your response.
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Completing Action ITAMs.
Action ITAMs can be completed in two ways. As noted above, when responding to an Action ITAM, as soon as you assign the action to another user, your action will be completed. In addition, if you have no need to respond, you can opt to delete the Action ITAM if no further action is needed. This is done when viewing the Action ITAM as described above. When viewing the information there will be an option to delete it.
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