# Configuring Action Items on Checklists (HSE, QMS)

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<a href="/en/gr/38220/">QualityOne Vaults</a> allow you to configure your Vault to let users <a href="/en/gr/49033/#action-item-q1">create</a> and assign _Action Items_ from checklists created from [relevant target objects][5]. Creating an _Action Item_ as part of a checklist response creates an _Action Item_ record and automatically associates it with the related _Checklist_, _Checklist Section_, and _Checklist Response_. This allows you to differentiate between _Action Items_ created as a result of responding to a checklist versus _Action Items_ created from a related object section.

Learn how to <a href="/en/gr/47738/">configure</a> and <a href="/en/gr/537448/">design</a> checklists before proceeding with setup and use.

## Configuration Overview {#config-overview}

* [Configure checklists][6]
* [Enable _Action Items_ on the relevant _Checklist Type_][1]
* [Configure the _Response_ object that corresponds to the target object][2]
* [Add _Action Items_ to a _Checklist Design_][3]
* [Configure user permissions][4]

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      <p><strong>Note</strong>: Depending on your Vault’s creation date and which features are currently enabled and configured, some of the steps described in this article may be unavailable or already complete in your Vault.</p>
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## Configuring Checklists {#configure-checklists}

Before you can configure _Action Items_ on checklists, you must enable and configure checklists in your Vault, and create a _Checklist Design_. See the following articles for information on configuring and designing checklists:

* <a href="/en/gr/47738/">Configuring Checklists</a>
* <a href="/en/gr/66930/">Configuring Checklist Workflows</a>
* <a href="/en/gr/52824/">Designing Checklists</a> or <a href="/en/gr/537448/">Using the Visual Checklist Designer</a>

### Supported Objects {#objects}

_Action Items_ are supported on checklists for the following objects:

* _CAR_
* _Change Control_
* _Complaint_
* _Continuous Improvement Initiative_
* _HSE Event_
* _Material Verification_
* _NCR_
* _Quality Event_ and its object types

## Enabling Action Items on Checklist Types {#enable-action-items}

You can configure checklists to allow or require users to create _Action Items_ related to their number, text, date, or multiple choice answer.

To allow users to add _Action Items_ to a checklist:

1. Navigate to **Admin > Configuration > Checklist Types** and select the target checklist type.
2. Click **Edit**.
3. In the _Question Design_ or _Available Answer Design_ section, click into _Optional Fields_ and do one (1) or more of the following:
    * If Admins only need to be able to configure _Action Items_ to be optional, and never required, select **Action Items Allowed**.
    * To let Admins configure _Action Items_ to be optional or required, select both **Action Items Allowed** and **Action Items Required**.
    * Optional: To give Admins the option to add explanatory text when users hover over the question mark beside the _Action Items_ label on checklists, select **Suggested Actions**.
4. Click **Save**.

## Configuring the Response Object {#response-object}

In order for users to create checklists with _Action Items_, you must ensure the following fields are activated on the relevant question object types on the _Response_ object that corresponds to the target object (for instance, for an NCR checklist, this object would be _NCR Response_):

* _Action Items Allowed_
* _Action Items Required_
* _Suggested Actions_

## Adding Action Items to a Checklist Design {#design}

You must add _Action Items_ to a _Checklist Design_ in order for users to be able to create them. To do this:

1. Navigate to **Business Admin > Checklist Designs** and select a **Checklist Design** record. The <a href="/en/gr/537448/">_Visual Checklist Designer_</a> displays by default.
2. Click into an existing question or create a new question.
3. Click **Additional Configurations**.
4. Select **Action Items Allowed** or both **Action Items Allowed** and **Action Items Required**.
5. Under the relevant question or answer, for **Action Items Allowed** or both **Action Items Allowed** and **Action Items Required**, select **Yes**.
6. Optional: Select **Suggested Actions** text to give users guidance on the _Action Items_ to create.
7. Click **Save** next to the question.

See <a href="/en/gr/66932/#question-design">Checklist Question & Answer Setup</a> for more information about action item fields.

## Configuring User Permissions {#permissions}

For users to add _Action Items_ to checklist responses on relevant [target objects][5], you must ensure they have the following permissions:

* _Create_ and _Delete_ permissions on the following objects:
    * _Action Item_ 
    * The _Response-Action Item_ object corresponding to the target object (for instance, _Change Control Response - Action Item_ for checklists launched from _Change Controls_)
* _Read_ permission on the following:
    * The _Response-Ord-Ans_ object corresponding to the target object (for instance, _Change Control Response-Ord-Ans_ for checklists launched from _Change Controls_)
    * The _Response-Sel-Ans_ object corresponding to the target object (for instance, _Change Control Response-Sel-Ans_ for checklists launched from _Change Controls_)
* _Read_ permission for the following fields on the target object’s corresponding _Response_ object (for instance, _Change Control Response_ for checklists launched from _Change Controls_):
    * _Response-Ord-Answer_
    * _Response-Sel-Answer_

## Related Permissions {#related-permissions}

You can complete all the steps in this article with the standard _System Administrator_ or _Vault Owner_ security profile. If your Vault uses custom security profiles, your profile must grant the <a href="/en/gr/537448/#related-permissions">relevant object-level permissions</a> to manage checklists, as well as the following <a href="/en/gr/22824/">permissions</a>:

<table>
  <tr>
   <td><strong>Type</strong>
   </td>
   <td><strong>Permission</strong>
   </td>
   <td><strong>Controls</strong>
   </td>
  </tr>
  <tr>
   <td>Security Profile
   </td>
   <td>Admin: Configuration: Object Lifecycles: Edit
   </td>
   <td>Ability to modify object lifecycles.
   </td>
  </tr>
  <tr>
   <td>Security Profile
   </td>
   <td>Admin: Configuration: Objects: Create, Edit
   </td>
   <td>Ability to create and modify Vault objects.
   </td>
  </tr>
  <tr>
   <td>Security Profile
   </td>
   <td>Admin: Security: Permission Sets: Read, Create, Edit, Delete
   </td>
   <td>Ability to make changes to permission sets for users.
   </td>
  </tr>
  <tr>
   <td>Security Profile
   </td>
   <td>Admin: Settings: General Information: Edit
   </td>
   <td>Ability to modify settings in the Vault <em>General Settings</em> page.
   </td>
  </tr>
</table>

[1]: #enable-action-items
[2]: #response-object
[3]: #design
[4]: #permissions
[5]: #objects
[6]: #configure-checklists