Action Types refers to groupings Change Management activities that will need to be fulfilled and will mitigate any identified Impacts. All Action grouping and individual Actions must be entered in Serendata. These Action Types can be fully edited, deleted or recreated to reflect the Action Groupings that will come about because of your Project. Examples of such activities include Communications, Training and User Acceptance Training. There are pre-existing Action Types that have been set up in Serendata.
Each individual Action will have an Owner and Serendata User assigned to it.
Owner: Accountable for the Action to be completed
Assigned User: Responsible for the Action being completed
Actions have a Start and End Date, which is then visualised in Gantt Form on the Project Screen. Once all Actions have been identified in Serendata, they will collectively form the Change Plan. Individual Actions also have a RAG Status:
Red: Action behind plan and no recovery plan in place
Amber: Action behind plan and recovery plan in place
Green: Action on-track
This article details how to:
Search for Action Types
Create a new Action Type
Delete an Action Type
Edit an Action Type
Accessing Action Types
Step | Action |
1 | Click Note: The Cog displays all sections that need to be completed in order. |
2 | Select Core Data. |
3 | Select Action Types option from the Sub Menu. |
in the bottom left-hand corner of the Home Screen.
Searching for Action Types
To search for action types:
Step | Action |
1 | Click |
2 | Type in the Action Type that you wish to search for. For Example: Comms. |
3 | Press Enter on your keyboard to execute the search. |
to open the search function.This will return the required search results if they already exist in the system.
Create a new Action Type
To create a new Action Type, follow the steps below:
Step | Action |
1 | Click |
.This opens a pop-up panel on the right-hand side of the screen.
Step | Action |
2 | Enter the name of the new Action Type in the Action type name * field. |
3 | Click |
.Once saved, the new Action Type appears within the list.
Deleting an Action Type
To delete an Action Type, follow the below steps:
Step | Action |
1 | Click |
that corresponds to the Action Type you wish to Delete.This will display a list of further options, those options being Edit and Delete.
Step | Action |
2 | Click Delete to remove an existing Action Type. |
The following system message is displayed:
Step | Action |
3 | Click |
.Editing an Action Type
To edit an Action Type, follow the below steps:
Step | Action |
1 | Click |
that corresponds to the Action Type you wish to Edit.This will display a list of further options, those options being Edit and Delete.
Step | Action |
2 | Click Edit to remove an existing Action Type. |
The following system message is displayed:
Step | Action |
3 | Edit the name of the Action Type as required. |
4 | Click |
.
The amendments will be updated on clicking Save.
This completes the guide for Creating and Maintaining Action Types.
