Managing Action Item Lists

Page Name	Definition Name	Usage
My Action Item Lists Page	EPPAI_BROWSE	View and manage action item lists.
List Properties Page	EPPAI_LIST_INFO	View or define the Action Item List and notification properties.
List Security Page	EPPAI_LIST_PRIV	Assign privilege sets to members of the list.

Use the My Action Item Lists page (EPPAI_BROWSE) to view and manage action item lists.

Navigation:

My Content, My Action Item Lists

Use the My Action Item Lists page to access the action item lists of which you are a member.

If you have permission to create an action item list, the Add List button appears on the page. If you are the administrator of a list, the Properties link is available and you can edit the list properties and security. The Delete button is available only to administrators as well.

Field or Control	Description
Add List	Click to create a new action item list. Note: This button appears only for those users who have create list privileges.
Display Active Lists or Display Inactive Lists	If you have created lists that have been set to a status of inactive, the system displays a drop-down list box on the page the enables you to display either active lists or all inactive lists that you have created.
Search	Click to access the Search Action Items page where you can retrieve action items based on the search criteria that you enter.
Title	Click the list title to view the individual action items that are associated with the list.
Properties	Click to view the List Properties page on which you can define properties for the list. Note: This button appears only for those users who have edit list privileges.
Delete	Click to delete the list. Note: This button appears only for those users who have delete list privileges.

Use the List Properties page (EPPAI_LIST_INFO) to view or define the Action Item List and notification properties.

Navigation:

Click the Properties link on the My Action Item Lists page.
Click the Add List button on the My Action Item Lists page.

Use the List Properties page to define properties for the action item list.

Field or Control	Description
Title	The name of the list.
List ID	After the list is saved, the system generates and displays a unique number to identify the list.
Description	A description for the list.
Created By	The system displays the user ID and a link to the profile of the list creator. Click the link to display the member's profile page. If Resource Finder is enabled, the system displays the Resource Finder profile.
Active	Select this option to make the list active and have the list appear in the portal or site. If this option is cleared, the list is not be available to users.
Action Item Notification Type	Specify how email notifications should be sent to members of the list any time an action item associated with the list is changed or created and saved. The text of the email describes any changes made to the action item and contains a link to the Action Item Details page. The available options are: Automatically Send Email sends an email notification to all members each time an action item in the list is added or changed. Prompt User to Send Email gives the user who adds or changes an action item the option of sending an email to a selected list of list members. Do Nothing - No Email Sent no email messages are sent and users are not prompted to send an email.
Return	Displays the My Action Item Lists page.
Publish as Pagelet	Displays the List Properties - Publish Pagelet Wizard Definition page on whichyou can publish the pagelet to the homepage.

Use the List Security page (EPPAI_LIST_PRIV) to assign privilege sets to members of the list.

Navigation:

Select List Security on the List Properties page.
Click a Privileges link on the Administer Action Item Lists page.

Use the List Security page to assign privilege sets for list members. Members and privilege sets are assigned at the action item list level. Privilege sets maintain security for accessing and managing action item lists as well as viewing, editing, and deleting action items.

Note: If a user who does not have security access to the list is assigned an action item from that list, she or he is able to view the Action Item Details page, but she or he does not have access to the list.

Field or Control	Description
Member Type	Select the type of participant you want to add to the action item list. Available values include: Role — Select to be able to select a role in the Member Name field. Available group names are derived from PeopleSoft roles defined in the Roles component. See the product documentation for PeopleTools: Security Administration, “Setting Up Roles.” User — Select to be able to select a user in the Member Name field. Available users are derived from PeopleSoft users defined in the User Profiles component. See the product documentation for PeopleTools: Security Administration, “Administering User Profiles.”
Member Name	Specify the user ID or role name for the list member.
Privilege Set ID	Select a privilege level you want to assign to the member. Delivered values are: Administrator — Administrators can add, edit, or delete any action items in the list. In addition, they can add and delete list members. Contributor — Contributors can add or edit action items. They can delete their own action items, but not those belonging to others. Viewer — Viewers have read-only access to the action items.
	Click to view additional information about the actions that the privilege set enables the member to use.

Managing Action Item Lists

Pages Used to Manage Action Item Lists

My Action Item Lists Page

List Properties Page

List Security Page