To add a new Future Action, users must first view the Signal, Inquiry, or Request Detail Report page for the item they are working on by clicking the Signal, Inquiry, or Request ID link.
An example of a Signal ID link is shown below:
Next, click on the blue “Add New Planned Action” button. This will open the Add Action page. Basic information related to the Signal, Inquiry, or Request will be auto-populated, such as Signal/Inquiry ID, Product(s), Qualifying Event, Status, and Date Added.
If a user sets the “Complete Date,” then the “Status” of the Action will automatically change to “Completed.” Clicking on a name in the “Responsible Persons” field will assign the Action to those users.
The assigned users will receive an email notification from esm@adverahealth.com notifying them when the Action due date is one week away, 2 days away, and every day after the action is overdue. Users will receive reminder emails until the Action is completed. The user entering the Action will also receive these email notifications for the Action as a default. To opt out of receiving email notifications as the manager of the Signal, uncheck the box next to the user's name entering the Signal.
If an Action is already Completed, adding a “Complete Date” will set the “Status” of the Action to Closed. If the Action is due in the future, users need to add an “Estimated Completion Date.” If completing the Action takes longer than the “Original Estimate” date, users can add a “New Date” and include a reason for the change.
Users must select the Action Type (required).
Users can enter in Comments for the original Action that was planned in the Future Actions section. Users may also add an Estimated Completion Date here, and if necessary, can add more Future Action Dates if an Action was not completed before the previous estimate.
Users can enter in comments and a completion date for the final Completed Action once that action was performed.
Users may upload or add links to Supporting Documents in the same way as for Signals/Inquiries/Requests.
Clicking the blue “Save” button will save the Action and bring users to the Action Detail Report page. Users can Edit the Action, Show Edit History, or View PDF the same as for Signals/Inquiries/Requests. Clicking on the Signal/Inquiry ID will take users to the Signal or Inquiry Detail report.
Email Notifications for Actions
When a user is assigned to a Signal, Inquiry, Request, Review, or Action, they will immediately receive an email notification from esm@adverahealth.com listing basic information about the item, with a link to view the item within ESM.
Users assigned an Action will receive follow-up reminder emails at the following intervals:
-1 week before the Estimated Completion Date
-2 days before the Estimated Completion Date
-Every day after the Estimated Completion Date, if the Action is not yet completed
Users entering an Action but assigning it to a different user within their organization can choose to also receive email alert notifications for that Action. To unsubscribe from these Alerts, uncheck the box next to the user's name entering the Action.
To set a new Estimated Completion Date and reset the email notifications to correspond to that date, click the "Edit" button from the Action Detail Report page:
Next, click the "Add New Future Action Date" button within the Action form to set a new Estimated Completion Date.
