Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/ActionItems.htm

## Using Action Items on the Call Report

Action items on the call report help users streamline account planning and maximize visit impact by providing a clear overview of tasks and enabling on-the-spot completion. Action items provide a flexible way to manage tasks for account plans and offer a less-formal alternative to Call Objectives when defining to-do lists for Key Account Managers (KAMs) and account plan team members.

A list of action items displays on the call report when the account is the main account for the plan, or the account is a key stakeholder in the plan. Users mark each item complete as it is accomplished.

**Who can use this feature?**

* End Users, Key Account Managers — Browser, iPad, iPhone, Windows
* [Viewing Action Items](#Viewing)
* [Completing Action Items](#Completi)
* [Submitting a Call Report with Action Items](#Submitti)
* Users do not require an additional license

### Configuring Action Items on the Call Report for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users, Key Account Managers](#)

To configure this feature:

1. Ensure the following configuration is complete:
   * [Configuring Call Reporting](../../ConfiguringCR.htm)
   * [Using Action Items for KAMs](../../../AccountPlanning/UsingAcctPlans/AddingActionItems.htm)

     Ensure the action\_item\_\_v object is referenced in the account\_plan\_object\_hierarchy\_\_v Veeva Setting as described in [Using Action Items for KAMs](../../../AccountPlanning/UsingAcctPlans/AddingActionItems.htm). The action\_item\_\_v object reference must be the last item in the account\_plan\_object\_hierarchy\_\_v Veeva Setting list.
2. Grant permissions to end users and KAMs:
   * Navigate to **Admin > Users & Groups > Permission Sets**
   * Select the appropriate permission set
   * Select the **Objects** tab
   * Grant view permission to the **action\_items\_section\_\_v** section control on the call2\_\_v object
   * Grant edit field permission to the **account\_plan\_\_v** field on the call2\_\_v object
   * Grant edit field permission to the **call2\_\_v** field on the action\_item\_\_v object
   * Grant edit field permission to the **mobile\_id\_\_v** field on the action\_item\_\_v object
3. Add the account\_plan\_\_v field and the action\_items\_section\_\_v section control to call2\_\_v layouts:
   * Navigate to **Admin > Configuration > Objects > call2\_\_v > Layouts tab**
   * Place the **account\_plan\_\_v** field on the appropriate call2\_\_v layouts
   * Place the **action\_items\_section\_\_v** section control on the appropriate call2\_\_v layouts
4. Navigate to **Business Admin > Objects > Veeva Settings > Global Veeva Settings**.
5. Ensure the **sync\_configuration\_mode\_\_v** Veeva Setting is set to 1.
6. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
7. Ensure the following VMOCs are active for the appropriate platforms:

   | Object | Sync Type | WHERE clause |
   | --- | --- | --- |
   | action\_item\_\_v | Top Level | WHERE ownerid\_\_v = @@USER\_ID@@ OR assignee\_\_v = @@USER\_ID@@ |
   | action\_item\_\_v | Top Level | WHERE account\_\_v IN (SELECT id FROM account\_\_vr) |
   | action\_item\_\_v | Top Level | WHERE account\_plan\_\_v IN (SELECT id FROM account\_plan\_\_vr) |
   | key\_stakeholder\_\_v | Full Sync | WHERE account\_plan\_\_v IN (SELECT id FROM account\_plan\_\_vr) |
   | plan\_tactic\_\_v | Top Level | n/a |

### Viewing Action Items as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users, KAMs](#)

Action items are sorted and displayed by the item name, in ascending order. The list is refreshed automatically based on the account plan selected, when the call date is changed, or as attendees are added or removed.

When end users or KAMs create a call report, action items display if the accounts on the call are the main account or key stakeholder for an available account plan.

![](../../../../Resources/Images/Activities/CallReporting/Advanced/CallActionItems.PNG)

When users select an account plan on the call report, all additional action items for the account plan display. Action items are filtered to only include action items related to the account plan and call attendee accounts.

![](../../../../Resources/Images/Activities/CallReporting/Advanced/ActionItems-plan.PNG)

Action items display based on the following conditions:

* Assignee is empty or is set as the current user
* Status is not Completed
* Start date is empty or is on or before the call date
* Due date is empty or is on or after the call date

Action items in the list display the following information:

* Account name (for action items directly tied to accounts)
* Action item
* Name
* Description
* Due date
* Record name for Account Plan, Account Tactic, Plan Tactic or Custom Object, as defined in the account\_plan\_object\_hierarchy\_\_v Veeva Setting
* Unassigned indicator for action items without an assignee

#### Action Items on Group Calls with Unique Activities

For [unique activity group calls](#), action items display on the call for the associated account. If action items are linked to the business account, they display on the parent call. If action items are linked to an attendee, they display on the child call.

### Completing Action Items as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users, KAMs](#)

Select an action item to mark it as complete.

![](../../../../Resources/Images/Activities/CallReporting/Advanced/ActionItems-check.PNG)

### Submitting a Call Report with Action Items as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users, KAMs](#)

Once the call is saved or submitted, the checkbox for the action item is locked and the fields on completed action items’ records are stamped with the following values:

* action\_item\_status\_\_v - completed\_\_v
* call\_\_v - Current call’s call ID
* completed\_by\_\_v - User’s user ID
* completed\_date\_\_v - call\_date\_\_v

After a call is saved or submitted, the status of completed action items cannot be changed from the call report. To change the status of completed action items, users must access the action items from another entry point. For example, a user who inadvertently marks an action item as completed and then submits the call report cannot change the action item’s status back to uncompleted from the call report, but they can deselect the completed action item from the corresponding account plan.

![](../../../../Resources/Images/Activities/CallReporting/Advanced/ActionItems-complete.PNG)

### Related Topics

[Using Action Items for KAMs](../../../AccountPlanning/UsingAcctPlans/AddingActionItems.htm)

[Selecting Account Plans from Call Reports](../../../AccountPlanning/UsingAcctPlans/AccountPlansFromCallReports.htm)

[Account Plans Overview](../../../AccountPlanning/ManageAcctPlans/Account_Plans.htm)