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Documenting and providing evidence that an organization is in compliance with a standard is invariable invariably an iterative process requiring a certain amount of back and forth communication with the organization. Action ITAMs represent a key tool in facilitating coordination and communication about a form and the actions which that need to be taken or any questions you or the organization may have.

In this section, we will explore the Action ITAM feature and how it is used to clarify requirements and move your organization forward toward compliance.

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An Action ITAM represents a small, trackable work item or question related to a single field in a form. As you work with an organization to assist them in achieving compliance, there will naturally be items about which they will have questions or need clarification. Likewise, as you are review their entries in a form there will be items which that need to be adjusted or explained. Action ITAMs are a tool to help facilitate that communication while providing a way to keep track of what still needs to be addressed and what has been completed.

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There are a couple of ways to view an Action ITAM which that 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.

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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.

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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 initiated the Action ITAM and 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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You will be prompted to confirm the deletion. Once confirmed, the deletion will be performed.

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In this section, we explored Action ITAMs and how they are used to facilitate coordination between Users and Examiners. In the next section, we’ll look closer at the My Forms page and how to work with in within it to find and interact with your forms.

[Previous Topic ← My Dashboard] | [Next Topic → My Forms]

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