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Actions

The Actions function enables council users to record actions that they have performed, or to ask other council officers to complete certain tasks or actions associated with registrations and premises.

In this section of the OSCAR User Guide you can access training videos and step-by-step guidance on the following:

  • Managing tasks using the Actions function

This video focuses on how to manage tasks using the Actions function in OSCAR.

The Actions list provides a central list for council users to flag, track, and share progress on a range of different tasks to support the effective monitoring and management of their work. The list, and its associated tasks do not appear in FoodTrader and cannot be seen by businesses or community groups. This is a function exclusive to OSCAR.

By the end of this video, you should understand how to:

  • View the actions list and understand the information
  • Create an action on a registration
  • View, update or cancel an action

View the actions list and understand each action attribute

  1. Using the navigation menu on the left, select ‘Actions’.
  2. On this page, you will be able to view the actions list.
  3. Click the action number to open and view the action record.
  4. The following attributes will display on the action record:
    • Category – select from a list of 12 actions that categorise the specific task or activity.
    • Action Officer – the council officer who has completed an action or is assigned to a future action.
    • Raised By – the council officer who created the action.
    • Date Raised – date the action was first created.
    • Task request Details – enter specific requirements of the required task. This field is only needed when setting a future action.
    • Required by Date – date the action needs to be completed.
    • Completion Details – enter any relevant notes related to the completion of the task.
    • Completion Date – date the action is completed.
    • Related Entity – the record the action is raised against.
    • Status – displays the current status of the action.

Create an action on a registration

  1. Using the navigation menu on the left, select ‘Registrations’.
  2. Locate the registration you want to create an action on and click the view icon in the far-right column to open the registration.
  3. Scroll down the page to Actions/Communications.
  4. Select ‘+ Add Action’.
  5. Under ‘Category’, click on the dropdown box and select a task/activity from the list.
  6. Select ‘Action Officer’.
  7. Enter the ‘Task Request Details’ and/or ‘Completion Details’.
  8. If you enter the ‘Task Request Details’, you must also fill in the ‘Required by Date’.
  9. At the top of the page, select ‘Save’.

Create an action on a premises

  1. Using the navigation menu on the left, select ‘Premises’.
  2. Locate the premises you want to create an action on and click on the premises ID hyperlink in the Premises Number column to open the premises.
  3. Scroll down the page to Actions/Communications.
  4. Select ‘+ Add Action’.
  5. Under ‘Category’, click on the dropdown box and select a task/activity from the list.
  6. Select ‘Action Officer’.
  7. Enter the ‘Task Request Details’ and/or ‘Completion Details’.
  8. If you enter the ‘Task Request Details’, you must also fill in the ‘Required by Date’.
  9. At the top of the page, select ‘Save’.

Create an action on an application

  1. Using the navigation menu on the left, select ‘Application’.
  2. Locate the application type you want to create an action on and click on the hyperlink in the Application Number column to open the application.
  3. Scroll down the page to Actions/Communications.
  4. Select ‘+ Add Action’.
  5. Under ‘Category’, click on the dropdown box and select a task/activity from the list.
  6. Select ‘Action Officer’.
  7. Enter the ‘Task Request Details’ and/or ‘Completion Details’.
  8. If you enter the ‘Task Request Details’, you must also fill in the ‘Required by Date’.
  9. At the top of the page, select ‘Save’.

View, update or cancel an action

  1. Using the navigation menu on the left, select ‘Actions’.
  2. On this page, you will be able to view the actions list.
  3. Click the action number to open and view the action record.
  4. At the top of the page, select ‘Edit’.
  5. You can now update the details as required, e.g., add completion details, assign a new action officer, etc.
  6. At the top of the page, select ‘Save’.
  7. The action record is updated.
  8. To cancel an outstanding action, click the action number (from the actions list) to open the action record.
  9. At the top of the page, select ‘Cancel Action’.
  10. A pop-up will display asking you to confirm cancellation of the action. Select ‘Yes’.
  11. The action record is cancelled.

Functions