Underlying actions

Sometimes you just want to add a little more detail to an action. What are the intermediate steps of an action? This is the case, for example, with programs and projects.

• Action: Program X
• Intermediate steps:
  • Project A
  • Project B
  • Project C

In such a case you can add underlying actions to an action.

Add underlying actions

• Open an action by clicking on it.
• Click under the heading 'Related actions' on 'Add new action'

• Enter the title of the underlying  action and click 'Save'.
• The underlying action has been added. Click it to edit the underlying action.

You can also add underlying actions to an underlying action.

If there are already underlying actions, use the buttons that appear when you hover over the action:

• Click the plus button to create a new underlying action.
• Click the link button to add an existing action.

Adding underlying actions to an underlying OGSM

You can assign the underlying actions to other OGSMs. The underlying action is then visible as an action in this OGSM. Below you see an example. In this OGSM there is a underlying  action 'Set up needs assessment'. This action is visible in the OGSM of the Commerce department.

• Open the underlying action.
• Link the action to the correct OGSM. Read more...

Make underlying actions visible in the OGSM and the ction plan

You see the underlying actions on the details screen of an action. By default they are not visible in the OGSM or the Action Plan. You can make them visible via the display settings.

• Click the view icon in the top right.
• Select the 'Show underlying items' checkbox; and click 'Apply'.

The underlying actions are now visible in the OGSM or action plan.

Adding an existing action as an underlying action

You can add an action as a underlying action to another action.

• Open the action you want to make a underlying action of.
• Click on the link 'Add link' under the heading 'Visibility in OGSMs'.
• Select the type 'Underlying action'.
• Select the action under which you want to place the underlying action and click 'Save'.