Set Next Action

1.  Select the document in the vault, right-click on it and select Set Next Action.

2.  The Set Next Action window is displayed.

3.  Click on the lookup button for Next Action, choose the appropriate Action and select OK.  For a description of the Action choices, click here (create a table on the Help page and insert link).

Please Note:  When you set a Next Action for a document, that action remains in place until another Action is assigned.

4.  Click on the lookup button for Person, choose the appropriate Name to assign the next action and select OK.

5.  Choose a Due Date, add a Comment (comment optional) and select OK.

6.  You will receive a confirmation.

7.  The current Meridian implementation does not include the notification tool; therefore, it will be necessary to notify the person of the Next Action assignment.  While it may be appropriate to notify some people by email, for situations requiring signature or approval, continue to follow your existing process for delivering the hard copy of the record for signature, etc.  The Meridian file and Next Action assignment will serve as a record of the assignment and a copy for reference and follow up.  You may check the Navigation View called Workflow (Next Action Person – Next Action) for new assignments or to track open items.

8.  After the Assigned Next Action has been completed and there are no open items or actions pending on the document, set the next action to COMPLETED.  This will allow the retention cycle to start.

If all actions related to the document have been completed, but the retention start date is not known, set the next action to PENDING RETENTION START.  This will indicate to the Document Manager that further action is required.