Action Summary Report

ACTION SUMMARY REPORT

The Action Summary Report provides details on outstanding and overdue actions, including the individuals responsible for completing them.

Once a user is selected, two tabs are available: Assigned To the User and Assigned By the User.

Within these tabs, you can:

• Click the envelope icon to send a reminder
• Transfer actions
• View the status of each action

To Transfer Action(s):

• Select the action(s) you wish to transfer.
• Click Transfer Action. A pop-up window will appear.
• Select the name (active directory) of the user who will assume responsibility for completing the action.
• Click Submit