Glossary Term | Description |
| Action | An action is an event, task or activity that needs to be undertaken by a project team member |
| Action Description | It is a comprehensive detail of the action to provide a reader with full understanding of the action. |
| Action ID | It is a unique identifier generated and assigned to a action when created and saved |
| Action Level | A drop down list option where user can create a action at either Portfolio or Project Level. |
| Action Tracking | Action tracking is the recording of an event, task or activity and monitoring the progress until closed. Action items are usually created during group discussions or meetings and are recorded in a task list. |
| Assigned To | The project member who is responsible for managing the action |
| Associated Actions | The number of associated actions to the meeting for reference and monitoring progress |
| Attendees | List of all attendees involved in assisting the chairperson with the delivery of specific goals or tasks |
| Chair Person | The project member who is responsible for conducting the meeting. The user is required to disseminate information and gather feedback during meetings. |
| Date Added | Date automatically populated based on 'today' when action is created and saved |
| Due Date | The planned date when the Action will be completed and closed |
| Item | Based on module selected, a dropdown will be available of all individual items action can be linked to. E.g. Risk ID and Name, Deliverable ID and Name |
| Meeting Description | A comprehensive detail of the meeting to provide a reader with full understanding of the meeting's agenda and purpose |
| Meeting Name | A short title which outlines the meeting and its purpose. The name should incorporate 3 pieces of information which are the 'what', the 'how' and the 'impact' of the meeting |
| Meetings | A meeting is an assembly of a group of people to formally discuss goals, assigned tasks or progress made. These are held to ensure that the efforts of all members are channeled towards the project's success. |
| Module | The module action is linked to. The options are: Change Control, Deliverables, Issues, Quality Management, Resourcing, Risks, Others |
| Non-Project Attendees | Attendees not assigned to the project who are invited to meetings as needed |
| Notes | The findings of any action review or any new information relevant to the action |
| Participants | The key people involved to assist assignee with the management of the action |
| Status | Current status of the Action: * Not started- Action raised and pending owner to update * WIP – Action in-progress and tracking on time * Delayed- Action may not be completed by Due Date * Completed- Action has been closed |
| Type | The type of action to be taken. There are 4 types of actions that can be taken : meeting, action, decision and dependency |
| Update Date | Date automatically populated based on 'today' when action is updated and saved |
| Update Notes | The findings of any action review or any new information relevant to the action |
| Updates | Audit log of all action reviews and updates |
| User | Defaults name of project team member who reviewed and saved any changes to action item |
1.9 Action Tracking Glossary Print
Created by: Earl Uy
Modified on: Mon, 23 Nov, 2020 at 8:11 PM
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