Action Manager

 To view or edit actions in your system, choose Objects / Action Manager / Actions.

This opens the Actions list, showing all actions created for results, programs, and measures, as well as actions created from scratch via the Add New button. There are also buttons to Download or Export the list.


The Actions list is searchable by tags or title. Clicking Show Disconnected Only will list all actions not added to any scorecard object. You can also filter the list by Status, Assigned By, or Assigned To


The Select Date Range filter enables you to see only recent or upcoming actions, or actions that fall within a specific date range.


To view, edit, or update action details, click its name or its View button. The drop-down arrow next to the View button opens options to Copy or Delete the action. To delete multiple actions at once, select them and click the Delete button at the top. Use caution when deleting an action! The action will be deleted from any results or programs that include that action, and this cannot be undone.