Get all action items

Retrieves all action items associated with your partner account.

Business Context: Action items represent tasks, issues, or documentation requirements that need attention during the solar installation process. They help track project progress, ensure compliance, and maintain quality standards.

Action Item Types:

  • Documentation: Required documents, permits, or certificates
  • Quality Assurance: Inspection items or compliance checks
  • Customer Communication: Follow-ups, confirmations, or notifications
  • Technical: Engineering reviews, design approvals, or system testing
  • Financial: Payment processing, rebate applications, or funding requirements

Use Cases:

  • Project management and milestone tracking
  • Quality assurance and compliance monitoring
  • Team coordination and task assignment
  • Customer communication management
  • Audit trail and project documentation

Response Information:

  • Action item details (title, description, priority, status)
  • Assignment information (project, team member)
  • Due dates and completion tracking
  • Related attachments and comments
  • Creation and update timestamps

Filtering and Organization: Action items are automatically filtered by your partner account access. Results include items from all projects and applications you have permission to view.

Status Management:

  • open: Newly created, requires attention
  • in_review: Under review or being processed
  • needs_corrections: Requires updates or fixes
  • hold: Temporarily paused or waiting for dependencies
  • complete: Successfully finished

Priority Levels:

  • critical: Immediate attention required, blocks project progress
  • high: Important, should be addressed soon
  • medium: Standard priority, normal workflow
  • low: Nice to have, can be addressed when time permits
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