Action
Name Data Type Size Comments
The product of a Finding within an Audit
Attached boolean Indicates whether or not the item has a parent (or is "standalone")
AttachmentCount int16 Count of child attachments
CrossReferences string List of other items to which this item is cross-referenced
CurrentDueDate date (8) Defaults to Orginal Due Date but can later vary independently
CurrentDueDateVariance int32 Difference (in days) between the Current Due Date and Implementation Date (or today if not yet complete)
Description richtext Standard unlimited rich text description
Description_Plain string Plain text equivilent of the corresponding rich text field
EffectiveFromDate date Date effective from
EffectiveFromDateVariance int32 Difference (in days) between the Implementation Date (or today if not yet complete) and Effective From Date
HasCurrentDueDateVariance boolean Indicates if the Current Due Date Variance is set
HasEffectiveFromDateVariance boolean Indicates if the Effective From Date Variance is set
HasOriginalDueDateVariance boolean Indicates if the Original Due Date Variance is set
HasPrior boolean Whether or not the item has been "rolled forward" from another
HasTemplate boolean Indicates if the item has a "template" item at library level
ImplementationDate date (8) Date when actually implemented
InterestedPartyNames string Comma delimited list of the Names of the Interested Parties
Name string (555) Constructed from the Ref and Title
NoteCount int16 Count of child notes
OriginalDueDate date (8) Date when originally due
OriginalDueDateVariance int32 Difference (in days) between the Original Due Date and Implementation Date (or today if not yet complete)
Ref string (50) Standard short reference
ResolutionComments richtext Unlimited rich text Comments to accompany Resolution
ResolutionComments_Plain string Plain text equivilent of the corresponding rich text field
ReviewCount int16 Count of child reviews
Title string (500) Standard short title
UpdateCount int16 Count of child updates
Approval SignOff 1:1 Link to Sign Off which contains when the record was Approved and when
Attachments Attachment 1:M Link to child Attachments
Audit Audit M:1 Link to parent Audit
Category ActionCategory M:1 Simple segmentation
Client Client M:1 Link to parent Client
Completion SignOff 1:1 Link to Sign Off which contains when the record was Completed and when
Confirmation SignOff 1:1 Link to Sign Off which contains when the record was confirmed and when
CurrentDueDatePeriod DueDatePeriod M:1 Calculated segmentation based on current due date
CurrentDueDateState DueDateState M:1 Calculated segmentation will be "early", "late" or "unknown"
CurrentUpdate ActionUpdate 1:1 Link to the current update (which will also be in the list of all updates)
Department Department M:1 Department to which the item is assigned (used for permissions)
EffectiveFromDatePeriod FromDatePeriod M:1 Calculated segmentation based on effective from date
EffectiveFromDateState FromDateState M:1 Calculated segmentation will be "early", "late" or "unknown"
Entity Entity M:1 Link to parent Entity
EntityControl EntityControl M:1 Link to parent Entity Control
EntityObjective EntityObjective M:1 Link to parent Entity Objective
EntityProcess EntityProcess M:1 Link to parent Entity/Process (i.e. cell of the universe matrix)
EntityRisk EntityRisk M:1 Link to parent Entity Risk
EntityTest EntityTest M:1 Link to parent Entity Test
Finding Finding M:1 Link to parent Finding
Incident Incident M:1 Link to parent Incident
InterestedParties Person M:M People who are interested from a tracking point of view
KeyIssue KeyIssue M:1 Link to parent Key Issue
LastReview Review 1:1 Link to the last Review
NextAction Action 1:1 Link to the item into which this was "rolled forward"
Notes Note 1:M Link to child Notes
OfflineCheckOut OfflineCheckOut 1:1 Link to child check out which contains who/when item was checked out
OriginalDueDatePeriod DueDatePeriod M:1 Calculated segmentation based on original due date
OriginalDueDateState DueDateState M:1 Calculated segmentation will be "early", "late" or "unknown"
Outcome Outcome M:1 Basic segmentation which is itself linked to a "type" of "included" or "excluded"
Owner Person M:1 Person who owns the item which is used for permissions
ParentAudit Audit M:1 Link to ultimate parent Audit
ParentClient Client M:1 Link to ultimate parent Client
ParentEntity Entity M:1 Link to ultimate parent Entity
ParentType EntityType M:1 The "type" of the parent Entity (e.g. Client, Entity, Audit, etc)
Preparation SignOff 1:1 Link to Sign Off which contains when the record was prepared and when
PriorAction Action 1:1 Link to the item from which this was "rolled forward"
Priority ActionPriority M:1 Basic segmentation
Problem Problem M:1 Link to parent Problem
Resolution ActionResolution M:1 Basic segmentation
Reviews Review 1:M Link to child Reviews
ReviewState ReviewState M:1 Whether the item is "Not Reviewed", "Reviewed" or "Changed"
SignOffState SignOffState M:1 Whether the item is "Open", "Completed" or "Approved"
SuperClient Client M:1 Link to super parent Client
Template ActionTemplate M:1 Link to the template from which this item was created
Type ActionType M:1 Whether the item is "Tracked" or "Not Tracked"
Updates ActionUpdate 1:M Link to child Updates