Core Fields: Action

Modified on Thu, 3 Sep at 4:55 PM

Core Fields: Action

The fields available for the Action module, and what each one is for

Contents

1. Introduction & Context
2. Key Features & Functions
3. Requirements
4. Step-by-Step Guide
- Action: Field Reference
5. Common Issues & Troubleshooting
6. Related Articles

1. Introduction & Context

This article lists the fields available for the Action module and what each one is for, and shows how to choose which fields appear as columns in the Action list view.

Who is it for? This is configured by Clew Admins in Admin Settings, under Custom Types > Action.

What does it impact? These settings control what your team sees and can enter on Action records, not the underlying data itself.

Note: Controlling where a field appears (New Form, Edit Form, Mass Edit Form, Show View) works the same way for Action as for every other module, using the eye icons and Mass Edit in Core Field Settings. See Core Fields: Overview for how that works; this article focuses on what the Action-specific fields are and what they mean.

2. Key Features & Functions

Field coverage: covering ownership & assignment, action description & classification, dates & scheduling, and record & system fields, listed in full in Section 4.
Default list view columns: out of the box, the Action list view shows Type, ID #, Progress, Title, Status, Register, Location, Due Date, Priority, Owner, and Linked to.

3. Requirements

Clew Admin access, to open Admin Settings and Custom Types > Action.
The Action module must already be enabled in Clew.

4. Step-by-Step Guide

Action: Core Field Visibility

Go to Admin Settings and open Custom Types.
Select Action.
Scroll to Core Field Settings. Use the search box to find a specific field if the list is long.
Update fields individually using the eye icons, or select several rows and use Mass Edit. See Core Fields: Overview for how these controls work.

By default, the Action list view's Selected Fields include Type, ID #, Progress, Title, Status, Register, Location, Due Date, Priority, Owner, and Linked to.

Action: Field Reference

The fields available for the Action module, grouped by what they're used for. For how to control where each one appears (New Form, Edit Form, Mass Edit Form, Show View), see Core Fields: Overview.

Ownership & Assignment

Field	What it's for
Owner	The person who owns the action.
Owner Role	The role the Owner holds.
Assignee	The person the action is currently assigned to.
Assignees	Everyone currently assigned to the action, where more than one person can be assigned.
Assignee Role	The role the assignee holds.
Assignee Roles	The roles of everyone assigned, where more than one person can be assigned.
Authoriser	The person responsible for authorising the action.
Authoriser Role	The role the Authoriser holds.
Sanctioner	The person responsible for formally sanctioning (approving) the action.
Sanctioner Role	The role the Sanctioner holds.

Action Description & Classification

Field	What it's for
Details	A written description of the action.
Action Decision	The decision recorded against the action, for example whether it was accepted, rejected, or deferred.
Management Comment	A comment added by management on the action's progress or outcome.
Frequency	How often the action recurs, for recurring actions.
Linked to	The record(s) this action is linked to, such as the risk, incident, or hazard it was raised from.
Business Objectives	The organisational objective(s) that this action relates to or supports.
Audit Report State	The state of the audit report this action was raised from, where the action originated from an audit.

Dates & Scheduling

Field	What it's for
Due Date	The date the action is due to be completed.
Original Due Date	The due date originally set, before any extension.
Assigned At	The date and time the action was assigned.
Closed at	The date and time the action was closed.

Record & System Fields

Field	What it's for
Type	The record type classification, distinguishing this custom type (Action) within its module.
ID #	The unique identifier number automatically assigned to the record.
Title	The short name or title given to the action.
Status	The record's current position in its workflow, for example Draft, Open, or Closed.
Register	The register the action belongs to.
Location	The physical or organisational location the action relates to.
Progress	The progress made towards completing the action, for example a percentage or stage.
Priority	The priority level assigned to the action.
Created at	The date and time the record was first created.
Updated at	The date and time the record was last updated.
Created by	The user who created the record.
UUID	A unique identifier automatically generated for the record, in addition to the sequential ID #.

5. Common Issues & Troubleshooting

These issues apply to Action the same way they do to every module. See Core Fields: Overview for the general troubleshooting table and best practices.

Issue	Likely Cause	Solution
An Action field doesn't appear on a form or Show View	That specific column is switched off for the field in Action's Core Field Settings	Open Custom Types > Action > Core Field Settings and switch on the relevant column for that field
A field isn't listed under Action's Available Fields or Core Field Settings at all	The field has not been enabled for your organisation	Raise a request with Clew support to have the field enabled for Action

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