Set Next Action
Â
The following procedure provides instructions for using the Set Next Action feature in the Meridian vault.
Â
1. Select the document in the vault, right-click on it and select Set Next Action. | |
2. The Set Next Action window is displayed. | |
3. Click on the lookup button for Next Action, choose the appropriate Action and select OK. For a description of the Action choices, click here (create a table on the Help page and insert link). | |
4. Click on the lookup button for Person, choose the appropriate Name to assign the next action and select OK. | |
5. Choose a Due Date, add a Comment (comment optional) and select OK. | |
6. You will receive a confirmation. | |
7. The current Meridian implementation does not include the notification tool; therefore, it will be necessary to notify the person of the Next Action assignment. While it may be appropriate to notify some people by email, for situations requiring signature or approval, continue to follow your existing process for delivering the hard copy of the record for signature, etc. The Meridian file and Next Action assignment will serve as a record of the assignment and a copy for reference and follow up.  You may check the Navigation View called Workflow (Next Action Person – Next Action) for new assignments or to track open items. | |
8. After the Assigned Next Action has been completed and there are no open items or actions pending on the document, set the next action to COMPLETED. This will allow the retention cycle to start. |
Â
End of set next action procedure.Â
Â
Welcome to the University Wiki Service! Please use your IID (yourEID@eid.utexas.edu) when prompted for your email address during login or click here to enter your EID. If you are experiencing any issues loading content on pages, please try these steps to clear your browser cache.