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Actions Manager

ProSET® allows for the input of Actions. Actions are managed by clicking on Tools -> Manager Manager.

Action Manager Overview

The Actions Manager has a tab for “All Actions” to review, edit and delete all actions in the project.

Separate tabs list the Actions for each of the Action Types.

The tabs for the separate Action Types allow you to review the instances where each Action has been used and navigate directly to the instance (except for General Actions).

Action Types

Actions can be created for:

  • General actions for the project
  • SIL Assessments in SIL Comp
  • PHA Nodes in PHA Comp
  • PHA Causes in PHA Comp
  • Devices in DATA Comp

Action Fields

When adding an Action

The New Actions form shows a reduced number of fields to configure the Action:

  • Description
  • Assignee – an “autocomplete” field, as you enter text ProSET® will search for already entered Assignees. You can select an existing or enter a new Assignee
  • Due By – a text field so can be entered as a date of a project phase
  • Priority – A text field to add as a number of text

When editing an Action

The Edit Actions form shows all fields to manage the Action through to closing, those above from the new actions section and the below:

  • Response
  • Status – either Open (in progress) or Closed (completed)
  • Sign Off – a text field to add names and dates of those signing off the Action as closed.
  • Reason For Closing

Methods of Adding an Action

General Actions can only be added within the Actions Manager

All other Action Types can only be added within the relevant modules and tools.

  • Add a New Action
    • Add a brand New Action
    • Add a New Action from an Existing Action
  • Use an Existing Action
  • Use a Default Action

Adding a New Action

By selecting the “New” radio button you can add a new Action

Use an Existing Action

The same Actions are often used again and again within a study. To help with this ProSET also allows you to select an existing Action instead of re-defining the same Action multiple times in a project.

To add an existing Action, select the ‘Existing‘ radio button in the “Add Action” box.

Note – When an existing Action is selected the data will appear in the fields at the top of the window. The user can then select “New” and the data will remain. This is a quick way to pre-populate the fields for a new Action that is very similar to one that already exists.

Default Actions

Default Actions are only available for PHA Cause Actions.

PHA Comp has the following Default Actions for PHA Causes:

  • Existing Safeguards considered sufficient, no Action required
  • Consequences deemed sufficiently low, no Action required
  • Not further Actions required

Editing Actions

Actions can be all be edited within the Actions Manager or within the modules where the instance of the Action is assigned.

Editing Action in Actions Manager

Editing an Action in the Actions Manager will apply to all instance where the Action has been used in the project.

Editing Action from assigned instance

There are two ways to edit an existing Action from the instance where it has been used :

Edit Master

Edit Master should be used when the existing Action has been used in several instances across a project and the edit applies to all instances. Using this feature will change the Action in every instance that it is used.

To Edit Master right click on the required Action and select “Edit Master Action (Warning)”.

Warning: Editing the Action whilst selecting this option will affect this Action in all other instances where it has been used.

Use As New

If the existing Action has been used in several instances but needs to be changed only for one specific instance, select Use As New. Using this feature will create a new Action using the same data, allowing you to edit it without affecting the other instances where the original Action is used.

To Use As New right click on the required Action and select “Use As New”. You can now edit the Action without affecting the original.

Unassigned Actions

The tabs for the separate Action Types allow you to view unassigned Actions (except for General Actions). For example, if in a study you’ve added an Action to a PHA Cause and decided to delete it from the Cause, it remains in the Actions Manager to reuse at a later date.

Reorder Action IDs

If you delete an Action the ID of that Action is not reused. This can leave gaps in the numbering and seem strange in the Actions report.

From the All Actions tab you can click Renumber IDs to reassign the IDs starting from 1.

Warning: Beware that you should not renumber Action IDs if you have already issued a report, to ensure consistency. If you have issued a report and then reissued a report with renumbered IDs you or your client would loose consistency between the versions of the report.