This page is shown in Figure 1 and shows all the information relating to the selected action.
Figure 1 – Action view page
The top header area allows you to edit, escalate, delete or move the action; or to add a new attachment or comment to this action. Some details of the action are displayed in subsections just below the top header area, such as the action’s location within Psoda, and it’s description, priority, due date and owner. In another subsection, you will be presented with information about the action’s workflow information. From this workflow subsection you also may be able to request or authorise a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):Attachments
This tab shows an asset listing of all of the attachments that have been added to this action, as shown in Figure 2. By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by editing, deleting, moving or locking/unlocking the selected attachment.Figure 2 – Action attachments tab
Note that you can customise your table view by clicking the edit button at the bottom of the attachment table or navigate to this same spot to add more attachments to this action. Here, you can also export this attachment list to Excel or CSV files. Below the attachments table you may decrease/increase the number of attachments listed by selecting the hide/include attachments for children link. At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).Comments
This tab shows an asset listing of all of the comments that users have made on this action, as shown in Figure 3. By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by editing or deleting the selected comment.Figure 3 – Action comments tab
Note that you can customise your table view by clicking the edit button at the bottom of the comment table or navigate to this same spot to add more comments to this action. Here, you can also export this comment list to Excel or CSV files. Below the comments table you may also have the option to open the comment stream popup associated with this listing.Escalated
This tab shows an asset listing of the asset that this action has been escalated to, as shown in Figure 4. By default, this table will present you with a number of details about the escalated asset such as the type and name. You can de-escalate the selected action from the Actions column of this asset listing.Figure 4 – Action escalated tab
Note that you can customise your table view by clicking the edit button at the bottom of the escalated table. Here, you can also export this list to Excel or CSV files.
History
This tab shows shows some basic history of the action, as shown in Figure 5. By default, this tab will present you with a number of details about the action’s history such as the creation date, creation user, last update date and last update user. If the action has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.Figure 5 – Action history tab
Note that you can customise your change table view by clicking the edit button at the bottom of the change table. Here, you can also export this list of changes to Excel or CSV files.