Action Steps

Action steps are added to Needs which are listed on a Source Activity page in the Strength and Needs grid. To view actions steps, click anywhere inside a Need grid to expand the Need grid and display an Action Step icon.

Clicking the action steps icon displays the action steps for the selected need and the  'Add Action Step'    drop-down button/field.  Click an Action Step to expand it and (given the proper security) update it.  Click the Add Action Step drop-down button and select an Action Type to add another action step.

Clicking the Review icon displays the Review Status of the Need.

Clicking the Information icon displays information for the Need.

Add an Action Step:  Find the Need.  Click the Action Step icon.  Click the Add Action Step drop-down arrow and select an Action Type.  An 'Add Action Step' window pops-up where the information listed below can be entered.  Click the Save button inside the 'Add Action Step' window.  The window disappears and the new Action Step is listed in the Action Step grid (inside the Need grid) where the Responsible Persons and the Progress can (optionally) be entered.  You will NOT see a Save button or an Apply button inside this Action Step grid.  Click the Source Activity page Apply button or Save button at the bottom of the page.  The following Action Step information can be entered.

Start Date

Expected Completion Date

Narrative

Action Type

Save, Save and Continue, or Cancel

Update an Action Step:  Find the Need for which the Action Step was added.  Click inside the Need grid.  Click the Action Step icon and the Action Step grid appears with the most recent Action Step listed first.  Click inside an Action Step to update it (given the proper security).  The following Action Step information can be updated.

Narrative

Start Date

Expected Completion Date

Responsible Persons

In Progress?

You will NOT see a Save button or an Apply button inside this Action Step grid.  When updates are made, click the Source Activity page Apply button or Save button at the bottom of the page. The Source Activity page can be saved only after the Action Step is completed.

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