Create an Action Item Report

The Action Item Report shows all action items that match the chosen filters.

Intended uses

The action item report has several intended uses:

  • List all new action items so that a school can see the planned work.
  • Show action items that are outstanding.
  • Show all CASIMS/CDAP changes planned for the next courses committee.
  • Be used by a division to see resources requested of them.
  • Show the history of action items over a longer time period to show accrediting bodies all the development work that has happened.

Who has access

  • Head Of School
  • SQC Member (School Quality Committee)
  • Administrator

How to create an Action Item report

  1. Click on Reports (top right-hand corner).
  2. Click on Action Item Report
  3. Select the School.
  4. Select the Statuses you want to see. The most important statuses are:
    1. New = created but not yet approved.
    2. Open = approved but not yet closed.
    3. Closed = completed.
  5. Select the date that the 'Status changed after'. Only action items where the status changed after this date will then be displayed. Can be left blank to show all. For example, this can be used to show all items that have been closed since last school board.
  6. Select CASIMS/CDAP type. Defaults is to 'include'. If include is selected, then CASIMS/CDAP action items are included, otherwise they are not.
  7. Select CASIMS FCC/CDAP. Defaults to 'Show all'. Can be used to show all CASIMS/CDAP action items aiming for a particular courses committee. Is greyed out if 'Select CASIMS/CDAP Type' is 'Exclude'.
  8. Select NON-CASIMS/CDAP type. Defaults to 'include'. If include, then NON-CASIMS/CDAP action items (eg subject outline, learning materials and other) are included, otherwise they are not.
  9. Select the Resources filter. Defaults to 'Show all'. Only appropriate for Non-CASIMS/CDAP action items.
  10. Click Submit.
  11. View the online report. Summary and a table showing all action items for the applied filters. The report will show a default number of entries but this number can be adjusted to 50, 100, or All at the bottom of the screen. The table looks like the action item table from the Reflection and Planning form.
  12. A .csv file can be created by clicking the 'Export CSV' (top right)

The DLT, Academic Success and Library reports are subsets of the Action Item Report, listing approved action items for the given area.