One of the ways Action Item Requests can be submitted is from eHub Web. Employees/Supervisors and Customers who have security rights to Action Items can submit, view and edit Requests from eHub.
Employees can submit Requests for their Primary Job and Jobs for which they are scheduled in Personnel Scheduling. The Employee must be a participant in order to submit, view, and edit a Request.
Supervisors can submit and view Requests for their Primary Job, Jobs they supervise (hierarchy), and all full access Quality Assurance Jobs. Supervisors can edit ONLY those items in which they are a participant.
Customers can submit Requests for Jobs that are in their standard Job list (AR:Customer Master File Contacts tab). They can view/edit ONLY those Requests in which they are a participant.
Note: A participant is either the originator of an Action Item Request or someone who is included in the Template on one of the status steps.
To submit an Action Item Request from eHub
- On the My eHub menu, click Action Item. The Action Item Summary screen displays.
- Click Create Action Item.
- Select the Job for which the Request is created. The Type field populates with a list of Templates assigned to that Job.
- Select a Type.
- Enter details and other information related to the Request in the Description box. There is a 140 character limit.
- Click Create
The Action Item is sent to the recipients based on the recipients in Action Item Setup screen.
Related Information
Submitting Action Item Requests
Submitting Action Item Requests from WinTeam
Submitting Action Item Requests from eHub Mobile
Submitting Action Item Requests from an Action Item Job link