Introduction
The Action Detail view displays complete information about a specific action, including its description, assigned owner, due date, progress updates, and outcome. Use this view to monitor action progress, update status, reassign ownership, or mark actions as complete.
Before You Start
No special permissions required. Any team member who can see an action in their action list can view its details.
Steps
Opening an Action
- From the sidebar, select My Actions to see all actions assigned to you
- Click any action row in the table
- The Action Detail page opens, displaying the action's full information
Alternative paths:
- From a patient's Actions tab, click any action row
- From a team's Actions tab, click any action row
Understanding the Action Detail Page
The page displays:
- Action Name – The action's title (or "Unnamed action" if not set)
- Assigned to – The person responsible (clickable link to their profile, or "Nobody" if unassigned)
- Created on – When the action was created
- Due date – When the action is due, with a status tag:
- Open – Not yet due
- Soon – Due within 24 hours
- Overdue – Past the due date
- Closed – Action completed
- Due time – The specific time it's due (or "No due time")
- Description – Full action description (or "No description available")
- Attachments – Files uploaded when the action was created
- Progress updates – All progress notes added to the action (or "No notes for this action.")
- Outcome – Result recorded when closing the action (only visible after completion)
Completing an Action
- Click the kebab menu (⋮) in the top-right corner
- Select Complete action
- In the dialog that appears, optionally enter an Action result to record the outcome
- Upload attachments if needed (optional)
- Click Submit
The action is now marked as closed. The dropdown menu disappears, the status changes to Closed, and the Outcome section appears showing your result.
Reassigning an Action
- Click the kebab menu (⋮)
- Select Reassign action
- In the New assignee field, start typing a colleague's name
- Select the person from the search results
- Users who cannot be assigned appear greyed out with a reason
- Click Submit
The Assigned to field updates to show the new assignee's name. They receive a notification and the action appears in their My Actions list.
Updating Progress
- Click the kebab menu (⋮)
- Select Update Progress
- Review any Previous updates shown at the top of the dialog
- Enter your progress note in the New update field (required)
- Upload attachments if needed (optional)
- Click Submit
Your update appears in the Progress updates section with the current timestamp, your name, note content, and any attachments.
Viewing Attachments
- Click any attachment in the Description, Progress updates, or Outcome sections
- A full-screen viewer opens displaying the file
- Navigate between all action attachments using the viewer controls
Each attachment displays:
- File icon (image, video, PDF, or generic file icon)
- Original filename
- "Uploaded on [date/time]"
Tips
- Closed actions cannot be edited – Once an action is marked complete, you cannot reassign it, update progress, or reopen it. The dropdown menu is hidden.
- Progress updates are required – You must enter text in the "New update" field. The Submit button is disabled until you type something.
- Patient context is always visible – Click the patient header banner at any time to navigate to the patient's full record.
- Use attachments to document outcomes – Upload photos, PDFs, or other files when completing actions or adding progress notes to maintain a complete audit trail.
- Reassignment notifications are automatic – When you reassign an action, the new assignee receives a notification. You don't need to inform them separately.