The Action Items feature is a tool that helps users manage their SpeechMiner tasks, assign tasks to others, and monitor progress on these tasks. For example, a supervisor can create an Action Item for one of his staff members, asking him to perform a particular task at a particular time. The staff member will see that a new task has been assigned to him when he logs into SpeechMiner. He can see details about the task, add notes as he progresses with the task, and close the task when it is completed. The supervisor can monitor progress on the task by reading the notes that are added as it is performed and by keeping tabs on its status.
You can create new Action Items, and view the Action Items you have created or been assigned, from any SpeechMiner screen. Action Items can also be linked to specific Coaching sessions. If they are, you can also view them in the Coaching session page.
Both the creator and the assignee of an Action Item can modify an Action Item and add notes to it. The notes are displayed with the item details.
When the assignee has completed an Action Item, they should change its status to Completed. The creator can then either confirm that the item is completed or reject the change of status. When the change of status is confirmed, the item is closed and is no longer displayed in the lists of Action Items. When the change of status is rejected, the item continues to appear in the lists. The assignee can continue to work on the item, and change its status to Completed again later on.
You can modify the settings of and Action Item and add notes to it as necessary. All notes are displayed when the item's details are displayed.
To modify an Action Item and/or add a note to it:
When you have completed and Action Item that is assigned to you, you change its status to Completed.
To change the status of an Action Item to Completed:

When the assignee changes the status of an Action Item to Completed, the creator should either confirm that the item was properly completed or reject the change in status in order to indicate to the assignee that more work is required to complete the item satisfactorily.
To confirm a completed Action Item:

To reject a completed Action Item:
You can create new Action Items as required, and assign them to the appropriate person. If you wish, you can assign Action Items to yourself, to help you keep track of your own tasks.
| Action Items can also be created as part of coaching sessions. When they are, they appear both in the general lists of Action Items and in the Coaching session screen. For additional information, see Creating a New Coaching Session. |
To create a new Action Item:

The Action Items link in the upper-right corner of the SpeechMiner screens provides information about the number of Action Items assigned to you, and indicates whether any new action items exist that you have not yet read, as follows:
To view your Action Items:

| Number | Description |
|---|---|
| 1 | Tabs |
| 2 | An Action Item that was already read by the assignee; status is displayed in plain text. |
| 3 | An Action Item that was not yet read by the assignee, or whose status has changed since it was last read; status is displayed in bold text. |
| 4 | The number of Action Items assigned to the current user. |
| 5 | Click to close the Action Items box. |
| 6 | Click to create a new Action Item (see Creating a New Action Item). |
An Action Item appears as unread until you view the item's details. The status of unread items appears in bold. When an item is read, its status appears in plain text.
To view an Action Item's details:
| Number | Description |
|---|---|
| 1 | Close Action Items box |
| 2 | Close Details area |
| 3 | Details area |
To close an Action Item's details: