Action Items help close the loop on lessons to ensure that they are applied within your organization. This list is fully customizable to your organization.
The Action Types will appear in the Action Items drop-down within each lesson.
Only system administrators can set up action types.
To set up action types:
As an admin, click your avatar icon at the top right corner.
Click Admin Settings
Select the Action Types tab
Add new action types.
Ideas for Action Types
Action Type | Description |
Update SOP | Update your standard operating procedures |
Organize Lunch and Learn | Lunch and Learns are a great interactive way to share lessons across the organization |
Send memo or email | Internal memos can be a helpful asynchronous way to share information That others need to know quickly |
Update design standard specifications or technical drawings | This is a proactive way to prevent the same issues from happening again |
Add to onboarding checklist for new hires | Get future hires ramped up quickly on important project knowledge |