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Manage report actions and AI suggestions

Use the Report Actions section to generate, review and apply suggested follow-up actions to a report while keeping within your available interaction units (IU) quota.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report actions section​

From your report page, scroll to the Actions section where you can generate and manage suggested actions for the selected report.

Open the report actions section

Step 2: Check your IU quota status​

Review the quota badge and any notice about free creation or low quota so you understand how many interaction units are available for generating suggestions.

Check your IU quota status

Step 3: Generate suggested actions for the report​

Select the option to assess the report; the system runs an assessment and shows a spinner while it creates a new set of suggested actions.

Generate suggested actions for the report

Step 4: Review suggested actions​

When assessment finishes, review the list of suggested actions, including any key details, so you can decide which suggestions to keep or discard.

Review suggested actions

Step 5: Accept or dismiss individual suggestions​

For each suggestion, use the Accept or Dismiss controls to either apply the action to your report workflow or remove it from the list.

Accept or dismiss individual suggestions

Step 6: Edit a suggestion before accepting​

Where available, choose to edit a suggestion, update the text or details to better fit your needs, and then save and accept it so it is applied.

Edit a suggestion before accepting

Step 7: Send accepted actions for follow-up​

After accepting suitable suggestions, use the Send option to confirm and share the chosen actions with the relevant stakeholders or systems.

Send accepted actions for follow-up

Step 8: Accept multiple pending suggestions in a batch​

If there are several pending suggestions, use the batch accept option to approve them all at once to speed up your workflow.

Accept multiple pending suggestions in a batch

Step 9: Handle empty, error or quota-blocked states​

If no suggestions are available, an error occurs, or your IU quota is exceeded, review the on-screen message and either adjust your filters, try again later, or contact an administrator.

Handle empty, error or quota-blocked states

Step 10: Reset the actions view​

Use the reset option to clear the current suggestion set and return the Actions section to its idle state ready for a fresh assessment.

Reset the actions view

Last updated: 2026-07-21