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    • IT Business Management
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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Demand Management Use Demand Management RIDAC (Risk, Issue, Decision, Action, and Request Changes) record entries for a demand Add actions for a demand

    Add actions for a demand

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    Add actions for a demand

    Add actions that are required for resolving an issue or risk for a demand. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue.

    Before you begin

    Role required: it_demand_manager

    About this task

    After analyzing the risks and issues and taking a decision on how to manage those risks and issues, add an action for resolving the risk or issue to a demand.

    Procedure

    1. Navigate to Demand > Demands > All.
    2. Select the demand to which you want to add an action.
    3. From the Actions related list, click New.
    4. On the form, fill in the fields.
      Table 1. Action form
      Field Description
      Number System-generated number with a configurable prefix.
      State Current state of the action. All new action records are created with the state set to Open.

      The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped

      Priority Urgency for implementing or approving the action based on impact.
      Estimated Cost Estimated cost the action generates.
      Impact The impact on the outcome of the demand if you do not implement the action.
      Approval Status of approval from the stakeholders for the action. The available options are: Not Yet Requested, Requested, Approved, and Rejected.
      Assigned to Primary resource assigned to implement the action.
      Due date Requested date on which the action must be approved or implemented.
      Parent The demand to which this action belongs.
      Short description Brief description of the action such as what the action entails, how to implement the action, who it affects, and the action outcome.

      As you start typing the title for your action, the related actions that potentially match your action title appear.

      Click the Suggestion icon (suggestion icon) to select a description from the list of predefined actions.

      Description Details of the action and its potential impact.
      Work notes Information about the action. Add work notes to communicate about the status of action approval, rejection, or implementation with other users.
    5. (Optional) If the action requires approval from other stakeholders, request approval with a due date using the Approval and Due date fields.
    6. Click Submit.

    What to do next

    • Convert an action to a request change and close the action. For more information, see Convert one RIDAC (Risk, Issue, Decision, Action, and Request Change) record to another for a demand.
    • Associate the action with your existing risk, issue, and decision records so you can track dependencies and recognize trends for future. For more information, see Associate existing RIDAC (risks, issues, actions, decisions, and request changes) records for a demand.

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    Release version
    Choose your release version

      Add actions for a demand

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Add actions for a demand

      Add actions that are required for resolving an issue or risk for a demand. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue.

      Before you begin

      Role required: it_demand_manager

      About this task

      After analyzing the risks and issues and taking a decision on how to manage those risks and issues, add an action for resolving the risk or issue to a demand.

      Procedure

      1. Navigate to Demand > Demands > All.
      2. Select the demand to which you want to add an action.
      3. From the Actions related list, click New.
      4. On the form, fill in the fields.
        Table 1. Action form
        Field Description
        Number System-generated number with a configurable prefix.
        State Current state of the action. All new action records are created with the state set to Open.

        The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped

        Priority Urgency for implementing or approving the action based on impact.
        Estimated Cost Estimated cost the action generates.
        Impact The impact on the outcome of the demand if you do not implement the action.
        Approval Status of approval from the stakeholders for the action. The available options are: Not Yet Requested, Requested, Approved, and Rejected.
        Assigned to Primary resource assigned to implement the action.
        Due date Requested date on which the action must be approved or implemented.
        Parent The demand to which this action belongs.
        Short description Brief description of the action such as what the action entails, how to implement the action, who it affects, and the action outcome.

        As you start typing the title for your action, the related actions that potentially match your action title appear.

        Click the Suggestion icon (suggestion icon) to select a description from the list of predefined actions.

        Description Details of the action and its potential impact.
        Work notes Information about the action. Add work notes to communicate about the status of action approval, rejection, or implementation with other users.
      5. (Optional) If the action requires approval from other stakeholders, request approval with a due date using the Approval and Due date fields.
      6. Click Submit.

      What to do next

      • Convert an action to a request change and close the action. For more information, see Convert one RIDAC (Risk, Issue, Decision, Action, and Request Change) record to another for a demand.
      • Associate the action with your existing risk, issue, and decision records so you can track dependencies and recognize trends for future. For more information, see Associate existing RIDAC (risks, issues, actions, decisions, and request changes) records for a demand.

      Tags:

      Feedback

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