How to Associate an Action Item with a Requirement
There may be one or more individual action items required to fulfill a requirement. You can track a Requirement and associated Action Items in a single view by performing the following steps:
Adding a Calendar Task from a Requirement
1. Click "Compliance" in the Navigation Bar
2. Scroll through the "Requirements" table, or use the search bar to locate the requirement you would like to add one or more Calendar Items to

3. Click on the specific requirement that you will be associating the Calendar Task with. This will open in a window to the right.
4. Select the "Applicable Facilities" dropdown and choose the facilities you want to add the Action Item to. Depending on if your related form is a Calendar Item or a Report, click on either "Add Calendar Item" or under Reports, "Add Report".

5. Select the type of Action Item you would like to add from the drop down menu:

6. After selecting the Action Item you would like to create, you will be brought to that form to configure the recurring action item.
7. Configure the Action Item as necessary to and make sure to click "Submit" and then "Save & Exit" to leave the page.
- Repeat the steps above to add additional Action Items to your Requirements.
8. Now when you open the requirement, you will see the associated scheduled tasks and the status of each

Congratulations! You have now associated an Action Item with a Requirement!