Add Action

Add Action

To create an Action select the green plus icon from the action suite.

An action can be raised off a framework record against any contact within the system.

Enter the following information in the form :

Field Name	Date Type
Title	Mandatory, free text field
Action Owner	Mandatory, lookup field
Action Class	Mandatory, drop down
Action Type	Mandatory, drop down
Action Priority	Mandatory, drop down
Details	Mandatory, free text field
Planned Due Date	Mandatory, date picker field
Action Cost	Hard coded to 0

Functionality:

• Click on Create & New button to save current action and create new one
• Click on Create button to create action

* Frameworks will not be able to be marked as closed if there are any open actions against them

Alternative methods of finding an Action

• Users will be able to identify all linked actions to the Framework via the action tab located on the framework record
• Users will be able to click through to the action record and update accordingly
• Users will be able to access recently viewed actions via the short cut located on the profile or via the dashboard