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ICS 233 – Open Action Tracker

The ICS 233 – Open Action Tracker is used throughout the incident to maintain information about the status of action items for the response organization. The form contains a description of the action item, persons responsible, start date/time, target and actual completion dates, current status, and a section for additional notes. For help on using general form functions (e.g. Create/Open Version, Save, etc.) and accessing preloaded versions, see the General Form Functions page.

Contents

Add/Update Action Items

Get Data

Renumber Action Items

Bulk Edit

Picture 1

Add/Update Action Items

Action Items may be added to the ICS 233 in a few different ways.

Use the Add button Picture 37 to add a blank line item.

To select a preloaded version of the ICS 233 – Open Action Tracker, click on the Open a Preload button Picture 9. Select the preloaded ICS 233 desired and click Open Picture 10. The ICS 233 – Open Action Tracker selected will open.

Use the Get Data button Picture 6 to pull in data from another form (such as another version of the ICS 233). Select the version of the form to open and click Open Picture 16. Then select the Open Actions to copy and click OK.

If any filters are applied and the user wants to clean them all at once, they can click Picture 2. The original information display will come back to screen.

NOTE: The Open Action Item Number field auto populates with each added line item.

Enter a description of the Action Item. This will be the primary text by which the action item is known.

Type in the name and/or position of the Responsible Party or use the drop-down options Picture 17 in the For/POC field.

Click in the Status field to activate the Drop-Down Menu Picture 21. Use the dropdown list to select the Status of the Action Item.

Enter any notes associated with the Action Item.

Click in the Start Date field to activate the Calendar Control button. Use the Calendar Control button Picture 44 or type in the Date/Time field to select the Start Date for the Open Action item. For more information, see the Calendar Control page.

Use the Calendar Control feature Picture 14 to update the Target Date and Completed Date fields, as appropriate.

Send an ICS 213 General Message to the POC for the action item by click the blue envelope icon Picture 2 on the line associated with the action item. A new ICS 213 General Message tab will open, with details of the action item prepopulated in the message field. For more information see the ICS 213 General Message page.

Picture 4

If appropriate person has been informed, use the Briefed Checkbox Picture 5 to indicate that the Responsible Party has been briefed on the Action Item.

NOTE: If the Target Date entered is due within 24 hours from the current time the Target Date field for that item will be highlighted in yellow. If the Target Date entered is past due the Target Date field for that item will be highlighted in Red.

Picture 3

Get Data

Picture 28

Action Items may be added to the ICS 233 from other sources.

From Form Picture 29can be used to pull in actions from another form (such as another version of the ICS 233).

From Preloads Picture 30can be used to pull in actions from the Action Item Maintenance.

NOTE: For more information on preloaded actions, see Action Item Maintenance.

Select which source to pull actions from with the Form drop down.

Select the version or versions of the form using the Version area.

Clicking in the open area will bring up a drop down with all available versions.

Checking the box next to the version will populate the area with available actions.

Check the boxes next to the actions to select them.

The Select All button Picture 1can be used to select all the actions.

The Clear All button Picture 31can be used to clear the selection and start over.

Click OK to bring the actions into the ICS 233.

Click Cancel to close the window without bringing in actions.

NOTE: When selecting from form, if there are actions from another incident to be brought in, clicking the Show All Fields button Picture 32will add additional dropdowns at the top for selecting Incidents and Periods.

Picture 33

Renumber Action Items

Action Items with a “Status” of Complete can be filtered out and only those that remain open are displayed during the meetings in a Command Post. Because the list has been filtered, the numbering gets out of order. The user may desire to renumber action items after they have been reordered. Click the Renumber button Picture 15 to renumber the Action Items according to their placement on the list.

Bulk Edit

Users can make updates to a group of action items all at once by using the Bulk Edit feature. Click on the Bulk Edit button Picture 24 to bring up the dialog box.

Filter down the list to those that need a change. Picture 11 The filtered list of action items on the screen (current view) are those that will update when selecting bulk edit. Be sure the correct filter has been selected first.

Click on the Bulk Edit button.

Select which column to edit from the drop down.

Picture 27

Bulk Edit drop down List

Picture 18

Next, select the new value and click OK. Then use the Save button Picture 26 to update the form.

 

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