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