> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/business-continuity/managing-action-items-apps.md).

# Managing Action Items (Apps)

Use the Business Continuity application to create and manage action items.

## Overview

The **Business Continuity** (**BC**) application supports the management of action items through two interconnected workflows:

* **Action Creation & Approval** — governs the creation, review, and approval of action items.
* **Independent Action Execution & Closure** — governs the execution, review, and closure of independent action items.

{% hint style="warning" %}
Action items associated with Business Continuity Plans (BCPs), Crisis Management Plans (CMPs), and Disaster Recovery Plans (DRPs) are executed as part of the [**Plan Execution & Closure**](/interfacing-help-files/business-continuity/executing-business-management-plans-apps/initiating-and-managing-plan-executions.md) workflow.
{% endhint %}

All action items are created, assigned, and tracked in a centralized system, ensuring visibility, accountability, and compliance with organizational standards.

***

## Application Prerequisites

Before users can work with action items, administrators must configure the following settings:

<details>

<summary><i class="fa-business-time">:business-time:</i>  <strong>BC Settings</strong></summary>

<i class="fa-gears">:gears:</i>  **EPC Settings**

Synchronize documentation items (e.g., processes, assets, documents) from EPC for use in the **BC** application.

<i class="fa-database">:database:</i>  **Asset Management**

Manage the assets available for use in action items.

<i class="fa-sensor-fire">:sensor-fire:</i>  **Disaster Types**

Define the types of disasters that can impact business operations.

<i class="fa-list-check">:list-check:</i>  **Checklist Statuses**

Define the statuses used to track and validate action checklist items.

<i class="fa-folder-tree">:folder-tree:</i>  **Disaster Threat Vectors**

Define the threat vectors that can disrupt business operations.

</details>

<details>

<summary><i class="fa-gear">:gear:</i>  <strong>General Settings</strong></summary>

<i class="fa-location-crosshairs">:location-crosshairs:</i>  **Location**

Define geographical or operational locations relevant to your organization.

</details>

{% hint style="success" %}
For detailed setup instructions, see [**Business Continuity Application Settings**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/business-continuity-application-settings.md).
{% endhint %}

***

## Accessing the Application

To access the **BC** application:

1. Select the **Apps** tile in the side navigation bar.
2. On the **Apps** page, either:
   * Expand **Business Continuity** in the navigation tree, or
   * Navigate to the **Business Continuity** section in the application gallery.

<p align="center"><kbd><strong>[IMAGE]</strong></kbd></p>

The application opens, displaying its available categories.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><i class="fa-chart-mixed">:chart-mixed:</i> <strong>Business Impact Analysis</strong></td><td>Use this category to create and manage BIAs.</td></tr><tr><td><i class="fa-folder-open">:folder-open:</i> <strong>Business Management Plans</strong></td><td>Use this category to create and manage operational plans.</td></tr><tr><td><i class="fa-fire">:fire:</i> <strong>Execute Plans</strong></td><td>Use this category to execute operational plans during actual disruption events.</td></tr><tr><td><i class="fa-person-walking-arrow-right">:person-walking-arrow-right:</i> <strong>Simulate Plans</strong></td><td>Use this category to simulate and validate operational plans.</td></tr><tr><td><i class="fa-calendar-check">:calendar-check:</i> <strong>Action Item Management</strong></td><td>Use this category to create, execute, and manage action items.</td></tr><tr><td><i class="fa-gears">:gears:</i> <strong>Settings</strong></td><td>Use this category to configure settings for the <strong>BC</strong> application.</td></tr></tbody></table>

{% hint style="danger" %}
Available categories vary based on your assigned permissions.
{% endhint %}

***

## Working with Action Items

To work with action items, select **Action Item Management**.

The following modules are available:

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><i class="fa-circle-plus">:circle-plus:</i> <strong>New Action Item</strong></td><td>Use this module to create and submit a new action for review and approval.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i> <strong>List of Action Items</strong></td><td>Use this module to view submitted BIAs, tracking their progress through the workflow.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i> <strong>List of Action Items (Admin)</strong></td><td>Use this module to administer all action items, including those requiring administrative review, reassignment, or maintenance.</td></tr><tr><td><i class="fa-fire">:fire:</i> <strong>Execute Independent Action Item</strong></td><td>Use this module to execute an action item independent of a broader operational plan.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i> <strong>List of Executed Action Items</strong></td><td>Use this module to view executed independent action items, tracking their progress through the workflow.</td></tr></tbody></table>

***

## Learn More

Refer to the following guides for detailed instructions:

<table data-view="cards"><thead><tr><th></th><th></th><th>Role(s)<select multiple><option value="pWnl8MblnJM7" label="Requestor" color="blue"></option><option value="xD0QYzLUWRFB" label="Plan Owner" color="blue"></option><option value="puAyB0QaiAs1" label="Reviewer" color="blue"></option><option value="kCUh95mbInSI" label="Creator" color="blue"></option><option value="ScZs1kN4JEkB" label="Action Owner" color="blue"></option></select></th><th>Related Module(s)</th><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Create &#x26; Manage Action Items</strong></td><td>Perform assigned tasks to advance actions through the <strong>Action Creation &#x26; Approval</strong> workflow.</td><td><span data-option="kCUh95mbInSI">Creator, </span><span data-option="puAyB0QaiAs1">Reviewer</span></td><td><i class="fa-circle-plus">:circle-plus:</i> <strong>New Action Item</strong></td><td></td><td></td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F7xnyHkvLPtjKbZYQlycM%2FIMS-V16-NAV-Library-Icons-64.png?alt=media&amp;token=ac158510-5671-497b-888a-5715d4d84ddf">IMS-V16-NAV-Library-Icons-64.png</a></td><td><a href="/interfacing-help-files/business-continuity/managing-action-items-apps/creating-and-managing-action-items.md">Creating &amp; Managing Action Items</a></td></tr><tr><td><strong>How to Execute Independent Action Items</strong></td><td>Perform assigned tasks to advance actions through the <strong>Action Execution &#x26; Closure</strong> workflow.</td><td><span data-option="ScZs1kN4JEkB">Action Owner, </span><span data-option="puAyB0QaiAs1">Reviewer</span></td><td><i class="fa-fire">:fire:</i> <strong>Execute Independent Action Item</strong></td><td></td><td></td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F7xnyHkvLPtjKbZYQlycM%2FIMS-V16-NAV-Library-Icons-64.png?alt=media&amp;token=ac158510-5671-497b-888a-5715d4d84ddf">IMS-V16-NAV-Library-Icons-64.png</a></td><td><a href="/interfacing-help-files/business-continuity/managing-action-items-apps/executing-independent-action-items.md">Executing Independent Action Items</a></td></tr><tr><td><strong>How to Track &#x26; Monitor Action Items</strong></td><td>View and monitor action items, tracking progress through the workflow.</td><td><span data-option="ScZs1kN4JEkB">Action Owner, </span><span data-option="puAyB0QaiAs1">Reviewer</span></td><td><i class="fa-list-radio">:list-radio:</i> <strong>List of Action Items</strong></td><td><i class="fa-list-radio">:list-radio:</i> <strong>List of Action Items (Admin)</strong></td><td><i class="fa-list-radio">:list-radio:</i> <strong>List of Executed Action Items</strong></td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td><td><a href="/interfacing-help-files/business-continuity/managing-action-items-apps/tracking-and-monitoring-action-items.md">Tracking &amp; Monitoring Action Items</a></td></tr></tbody></table>


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