Browsing action items

The Action Items page is a single list of every corrective and non-corrective action across all your RCAs. It's the place to track what's outstanding, what's overdue, and what's done — without opening each RCA one at a time.

For how an individual action item is created, worked, and approved, see Action items. This page is about finding and tracking them in bulk.

Finding action items

• Search — type in the search box to find action items across your RCAs.
• Open / Closed / All tabs — switch between action items still in progress (Open), finished ones (Closed), or All of them.
• Type filter — narrow the list to All actions, Corrective, or Non-corrective.

The columns

Each row is one action item. Depending on the tab you're viewing, the table can show:

Column	What it shows
ID	The action item's identifier.
RCA	The RCA the action item belongs to.
Type	Corrective or non-corrective.
Description	What the action is.
Assignee	The person responsible for it.
Documents	How many supporting documents are attached.
Due date	When it's due (shown on the Open tab).
Completed date	When it was completed (shown on the Closed tab).
Status	The action item's current status (see below).

You can show or hide columns with the column-visibility control, and change how many rows appear per page.

Action item statuses

Status	Meaning	Group
In Progress	The assignee is working on it.	Open
Pending Approval	Submitted, waiting for the owner to approve or reject.	Open
Completed	Approved and done.	Closed
Rejected	Sent back by the owner.	Closed
Cancelled	Cancelled and no longer active.	Closed

The Open tab shows In Progress and Pending Approval; the Closed tab shows Completed, Rejected, and Cancelled.

Exporting

Select Export CSV to download the current list — with the filters and tab you have applied — as a spreadsheet. This is handy for reporting on outstanding or completed corrective work.

Working from the list

• Open an action item — select a row to open its detail, where you can add notes, documents, and take workflow actions.
• Edit — edit an action item from its row.
• Cancel — cancel an action item from its row.
• Submit / Approve / Reject — the same workflow actions available inside an RCA are available from the detail view here.

What's next

• How action items work — creating, assigning, submitting, and approving.
• Browse the RCA list to work from the RCA side instead.

Troubleshooting

Problem	What to do
An action item you expect isn't listed	Check the tab — a finished item is under Closed, not Open. Also clear the Type filter, which may be hiding it.
The Due date column is missing	Due date shows on the Open tab; the Closed tab shows Completed date instead.
Your CSV export is missing rows	Export uses your current filters and tab. Switch to the All tab and clear the Type filter to export everything.
You can't approve or reject an item	Approve and reject are owner actions — open the item's detail; the buttons appear only when the item is awaiting your decision.