Daily Manager's Action Items template entry fields shows what information is needed. Data fields show the origin of the item, the area, system, cost,responsible party and all other data necessary to identify the item.

Cost reports are available to see the impact of all action items.

Entry is fast and simple. When complete, the user can send the action item by email by clicking the icon in the upper right corner.

When resolved, the disposition and impacts are logged and stored in the database for future use.

The database does the work for you!

By placing Daily Manager on a local network, many users can add action items. Reports will show all entries and management can prepare for meetings and develop plans accordingly.

A few minutes is all it takes to complete the above template. The database takes over and keeps track of all the paper work.

Reports are available that show status by company, area, system, and priority to provide tools to different users. All reports can be printed or sent via email to ensure all parties get the information they need. a sample punch list report is below:
Daily Manager Home Correspondence Meeting Notes Daily Plan / Logs Home

Action Items and Punch Lists are a way of project life.

As a project transitions from one phase to another, it is important to collect and resolve all old issues. The Action Items / Punch List document is a communication device to collect all the bits and pieces to prevent them from falling through the cracks. They are the promises and contract issues, and transition items that need to be cleared to allow the project to proceed to the next phase.

Use the Action Items / Punch List to send action items for meeting preparation, create startup/turnover system punch lists, or simply to "keep on the table" important issues.

 

 

 

 

 

 

Selecting the "Action Items & Punch List" button opens the template shown below where users can enter the action items!