Action Manager
Discover how to assign actions, track owners, and follow up on performance exceptions.
The Action Manager is a central workspace within the OWL Analytics Platform that helps you organize, monitor, and track tasks related to your S&OP process.
It ensures that every action item — whether it comes from a Demand Review, Supply Review, or any other meeting — is clearly documented, assigned, and followed through to completion.
By consolidating all actions in one place, the Action Manager promotes accountability, visibility, and collaboration across teams.
🔍 Exploring the Action Manager
The Action Manager is divided into four main sections that mirror the core processes of the S&OP framework:
- Demand Review
- Supply Review
- Pre-S&OP
- Others
While each section focuses on a different functional area, the layout and functionality remain consistent, allowing users to navigate easily and manage actions seamlessly across the organization.
📋 Key Components
1. Action Table
At the heart of the Action Manager is the Action Table, where all tasks are displayed and managed.
Each entry represents a specific action, with the following columns:
- Action: The title or brief description of the task.
- Notes: Additional context, comments, or instructions related to the action.
- Assignee: The person responsible for completing the task.
- Due Date: The deadline for completion.
- Status: Indicates task progress. Possible options include:
- 🟢 To Do – Task has not yet started.
- 🔵 On Track – Task is progressing as expected.
- 🟠 At Risk – Task may not meet deadline or expectations.
- 🔴 In Trouble – Task is facing significant issues.
- ⚪ Completed – Task has been finished.
- Priority: Defines urgency level:
- 🔴 High – Requires immediate attention.
- 🟡 Medium – Important, but not urgent.
- 🟢 Low – Can be addressed later.
- Module: Identifies which part of the platform or process the task relates to.
This structure ensures that every action item is clearly tracked and easy to follow.
2. Add Action
To create a new task, simply click the ➕ Add Action button.
A form will appear where you can enter all key details — such as the action name, assignee, due date, priority, and status.
This allows users to capture meeting follow-ups, process improvements, or corrective actions directly within the platform, ensuring nothing is lost or forgotten.
3. Action Options
Each action includes an options menu (⋯) that provides quick management tools:
- ✏️ Edit: Modify task details or update progress.
- 🗑️ Delete: Remove the task if it is no longer needed.
These options make it simple to keep your task list accurate and up to date.
4. Search and Filters
At the top of the interface, you’ll find a Search bar that allows you to quickly locate specific tasks by name or keyword.
Additionally, you can refine the list of visible actions using the Filter options, which let you narrow tasks by:
- Process
- Assignee
- Status
- Priority
- Module
This helps you focus on what matters most — whether that’s your own assignments, urgent tasks, or actions related to a specific process.
🚀 Why It Matters
The Action Manager gives structure and visibility to your organization’s follow-up process.
By consolidating actions across Demand, Supply, and S&OP reviews, it ensures that:
- Tasks are clearly defined and assigned.
- Priorities are aligned with business objectives.
- Progress can be tracked in real time.
- Teams remain accountable and coordinated across functions.
Whether you’re monitoring open actions from the last S&OP meeting or creating new improvement initiatives, the Action Manager keeps your team organized, efficient, and focused on execution.