> 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/quality-managers/action-item-application.md).

# Managing Action Items (Apps)

## Overview

The **Action Item** application is a structured solution for managing and tracking actions across the organization.

It supports two related workflows:

* **Action Item Management** — governs the creation, execution, review, and closure of action items
* **Supplier Corrective Action Request (SCAR) Management** — manages the creation, investigation, review, and resolution of supplier-related issues, either independently or as part of an action item

{% hint style="info" %}
All records are logged, assigned, and tracked in a centralized system, ensuring visibility, accountability, and compliance with organizational standards.&#x20;
{% endhint %}

***

## Application Prerequisites

Before users can work with the **Action Item** application, administrators must configure the following settings:

<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.

<i class="fa-file-certificate">:file-certificate:</i>  **Compliance Program**

Define compliance programs applicable to your organization.

<i class="fa-calendar-days">:calendar-days:</i>  **Frequency**

Define the intervals at which activities are scheduled to occur.

<i class="fa-folder-tree">:folder-tree:</i>  **Category**

Define categories for classifying and organizing activities across the organization.

</details>

<details>

<summary><i class="fa-calendar-check">:calendar-check:</i>  <strong>Action Item Settings</strong></summary>

<i class="fa-timer">:timer:</i> **Effectiveness Check** **Duration**

Define durations used for effectiveness checks.

</details>

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

***

## Accessing the Application

To access the **Action Item** application:

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

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

The application opens, displaying its available modules.

<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</strong></td><td>Use this module to create and submit a new action for execution.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i>  <strong>Action Item List</strong></td><td>Use this module to view all submitted action items, tracking progress through the workflow.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i>  <strong>Action Item Reminder</strong></td><td>Use this module to send reminders to responsible users for pending actions.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i>  <strong>My Action List</strong></td><td>Use this module to view all action items for which you are the assigned owner.</td></tr><tr><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>Create SCAR</strong></td><td>Use this module to create and submit a new SCAR for processing.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i>  <strong>SCAR List</strong></td><td>Use this module to view all submitted SCARs, tracking progress through the workflow.</td></tr></tbody></table>

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

***

## Learn More

<table data-view="cards"><thead><tr><th></th><th></th><th>Role(s)<select multiple><option value="0LilwQKcSgoI" label="Creator" color="blue"></option><option value="2sFaO9aya5bG" label="Owner" color="blue"></option><option value="2E3PFounPAhc" label="Reviewer" color="blue"></option><option value="M8gCMV3vX9p4" label="Supplier Representative" color="blue"></option></select></th><th>Related Module(s)</th><th></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 Item Management</strong> workflow.</td><td><span data-option="0LilwQKcSgoI">Creator, </span><span data-option="2sFaO9aya5bG">Owner, </span><span data-option="2E3PFounPAhc">Reviewer</span></td><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>New Action</strong></td><td></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/quality-managers/action-item-application/creating-and-managing-action-items.md">Creating &amp; Managing Action Items</a></td></tr><tr><td><strong>How to Track &#x26; Monitor Action Items</strong></td><td>Monitor the status and progress of action items using lists and dashboards. </td><td><span data-option="0LilwQKcSgoI">Creator, </span><span data-option="2sFaO9aya5bG">Owner, </span><span data-option="2E3PFounPAhc">Reviewer</span></td><td><i class="fa-list-radio">:list-radio:</i>  <strong>Action Item List</strong></td><td><i class="fa-list-radio">:list-radio:</i>  <strong>My Action List</strong></td><td><i class="fa-chart-pie">:chart-pie:</i>  <strong>Action Item Dashboard</strong></td><td><i class="fa-list-radio">:list-radio:</i>  <strong>Action Item Reminder</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/quality-managers/action-item-application/tracking-and-monitoring-action-items.md">Tracking &amp; Monitoring Action Items</a></td></tr><tr><td><strong>How to Create &#x26; Manage SCARs</strong></td><td>Perform assigned tasks to advance SCARs through the <strong>SCAR Management</strong> workflow.</td><td><span data-option="0LilwQKcSgoI">Creator, </span><span data-option="M8gCMV3vX9p4">Supplier Representative</span></td><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>Create SCAR</strong></td><td></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/quality-managers/action-item-application/creating-and-managing-scars.md">Creating &amp; Managing SCARs</a></td></tr><tr><td><strong>How to Track &#x26; Monitor SCARs</strong></td><td>View and monitor SCARs, tracking progress through the workflow.</td><td><span data-option="0LilwQKcSgoI">Creator</span></td><td><i class="fa-list-radio">:list-radio:</i>  <strong>SCAR List</strong></td><td></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%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/quality-managers/action-item-application/tracking-and-monitoring-scars.md">Tracking &amp; Monitoring SCARs</a></td></tr></tbody></table>


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