Sub-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 sub-actions to an action.

Add subactions

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

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

If you open a sub-action you will see at the bottom what the parent action is. You can also add sub-actions to a sub-action.

Adding sub-actions to an underlying OGSM

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

• Open the sub-action.
• Link the action to the correct OGSM. Read more...

Make sub-actions visible in the OGSM and the Action Plan

You see the sub-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 Sub-Actions' checkbox; and click 'Apply'.

The sub-actions are now visible in the OGSM or Action Plan.

Converting an existing action into a sub-action

You can add an action as a sub-action to another action.

• Open the action you want to make a sub-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 sub-action and click 'Save'.