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Capital Project Management / Capital Budgeting

Capital Project Management / Project Management

Capital Project Management / Commissioning

Defining Action Types

Each action item is defined in terms of an action type. There are default action types for the user to choose from. You can also create additional action types if you want the user to have additional options when they are creating action items.

To define an action type:

1. In the Process Navigator, select the Set Up/Define Action Types task.
   The Define Action Type form appears. All of the currently defined action types are displayed in the left panel.
2. Click Add New in the Action Types panel.
3. Enter the following required field:

   Action Type: Enter a unique identifier for the action. The system inserts the prefix "Project-" followed by your entry. Once you save the Action Type, it cannot be changed.

4. Enter the following optional fields as needed:

   Action Type Problem Type: The problem type classifies the action being taken. The value is validated by the Problem Types table. Problem types are defined using the Building Operations/On Demand Work/Business Process Owner/Define Problems Types task.

   Auto-Create Work Request?: Set this to Yes to have a work request created for actions having this action type.

   Action Type Standard Cost: Enter the standard cost associated with taking this action.

   Action Type Description: Enter a description of this action type.

   Action Type Instructions: If the response to a question creates an action, the system inserts the text you enter here into the description of the Action Item record it creates.See Adding and Editing Questionnaires and Questions.

5. Click Save to save the new action type you have defined.