---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# RIDAC Action form

# RIDAC Action form {#ariaid-title1}

Release version: Australia  
Updated August 4, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of RIDAC Action form

The RIDAC Action form in ServiceNow is designed to help you create, manage, and track action items linked to strategic planning elements such as goals, projects, or Enterprise Agile Planning (EAP) iterations.
It enables clear ownership, status updates, and completion tracking of actions essential for effective strategic execution.
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## Key Features

* **Auto-generated Unique Identifier:** Each action receives a unique number automatically upon creation for easy reference.
* **State Management:** Track the current status of actions with options like Pending, Open, Work in Progress, and various Closed states (Complete, Incomplete, Skipped).
* **Clear Descriptions:** Use a required short description as the action's title and provide detailed context to clarify what needs to be done and why.
* **Priority and Impact:** Assign priority levels from Critical to Planning and impact levels from High to Low to aid in scheduling and assessing the severity on planning objectives.
* **Approval Tracking:** Monitor approval status with states such as Not Yet Requested, Requested, Approved, and Rejected, ensuring governance over action execution.
* **Ownership and Due Dates:** Assign actions to specific users or teams with clear target completion dates to maintain accountability.
* **Contextual Associations:** Actions are linked automatically to relevant planning items, parent execution items (projects, demands), EAP iterations, and goals, ensuring visibility across related records and reports.
* **Work Notes:** Maintain internal communications, progress updates, blockers, and completion details within the action record for comprehensive tracking.
* **Financial Tracking:** Include estimated costs to support budgeting and financial oversight related to action completion.

## Practical Benefits

By using the RIDAC Action form, ServiceNow customers can effectively manage the lifecycle of strategic action items with full visibility into their status, priority, impact, and approvals. Linking actions to broader planning constructs ensures alignment with organizational goals and facilitates comprehensive reporting. This tool supports better coordination, accountability, and financial planning for strategic initiatives, ultimately driving successful execution of your enterprise plans.  
Use the RIDAC Action form to create and track action items related to your strategic planning items, goals, or EAP iterations. Manage action item ownership, status, and completion.
{#ridac-action-form-spw__table_ridac_action_form__entry__2}

| Field | Description |
|-|-|
| Number | Unique identifier for the action. This field is auto-generated when the action is created. |
| State | Current status of the action. The available options are Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped. |
| Short description | Brief, concise summary of the action item. This field is required and appears as the title of the action record. |
| Description | Detailed information about the action, including what needs to be done, why it is required, and any relevant context or background information. |
| Priority | Priority level of the action. The available options are 1 - Critical, 2 - High, 3 - Moderate, 4 - Low, and 5 - Planning. This helps with action prioritization and scheduling. |
| Estimated Cost | Estimated cost in currency (for example, USD) to complete the action. Helps with financial tracking and planning. |
| Impact | Potential impact of the action item. The available options are 1 - High, 2 - Medium, 3 - Low. This indicates the severity of the action on planning objectives. |
| Approval | Approval status of the action. Options include Not Yet Requested, Requested, Approved, and Rejected. Tracks whether the action item requires or has received approval. |
| Assigned to | User or team responsible for completing the action. |
| Due date | Target date by which the action should be completed. |
| Planning Item | The planning item (project, demand, epic, feature, or custom planning item) that this action is associated with. This field is auto-populated when an action is created from a planning item context. |
| Parent | Execution item (such as a project or demand) that this RIDAC item was created on. This field is automatically populated with the execution item when you create the RIDAC item. The RIDAC item is then linked to the corresponding planning item, ensuring it appears in related lists at the execution level and in reports at the planning level. |
| Enterprise agile iteration | The EAP iteration associated with this action. This field is auto-populated when an action is created from an EAP iteration context. |
| Goal | The goal (portfolio plan goal or board goal) that this action is associated with. This field is auto-populated when an action is created from a goal context. |
| Work notes | Internal notes and updates about action progress, blockers, completion status, and any changes. Used to track work history and communication. |
[Table 1. RIDAC Action form]

{#ridac-action-form-spw__table_ridac_action_form}