Action Items Overview
In Oracle's PeopleSoft Interaction Hub, the action item feature allows you to collaborate with other users to create and track action items. Action items are assignments or tasks that are assigned to people across groups and require some sort of activity, monitoring, or event to take place before they can be considered complete. Items can be tracked through summary homepage pagelets, through inquiry pages, as well as through email notification and calendar entries.
These items are organized into groups called action item lists. An action item list is a set of action items. Action items appear in the list as a flat view with no nested hierarchy. Security privileges for users and for roles are defined based on the list membership.
Action item lists can be accessed from portals, sites, and workspaces. Action item lists exist in a standalone form in portals and sites. Standalone action item lists are accessible in portals and sites through the My Action Item Lists page under the My Content menu. In workspaces, action item lists are available in the Action Item Lists module that is part of the workspace.
Understanding the Tasks Pagelet
The Tasks pagelet is a delivered pagelet that displays a consolidated list of all of your action items and tasks based on the preferences that you specify for the pagelet. The Tasks pagelet and related pages provide you with access to personal tasks, worklist items, and action items that are assigned to you. Personal tasks are those you add to your task list using the Task Details page. Worklist items are those tasks that have been routed to you by way of PeopleSoft Workflow. Action items are those assignments or actionable items that are related to an action item list.
Understanding the Action Item Lists Module in Collaborative Workspaces
Use the Action Item Lists module to maintain action item lists and action items defining responsibilities for individual workspace members. Members can also monitor current action items using the Open Action Items pagelet that displays on the workspace homepage.