Overview

Documentation HomeDownload as PDFSee also: Jobs - Activity Codes and Groups 

Through the Job Actions function, Workbench provides a method by which actions or tasks can be initiated, maintained and controlled.

The "Actions" created can be maintained via the "Maintain Actions" function and monitored via enquiries or reports.
These "Actions" can be viewed from the perspective of the Jobs to which they relate, or from the perspective of the person on whom they are created.

It is important to note that Actions can be created on Employees as well as Contacts within Clients and Suppliers.


 

Each action provides for:

  • Originator
  • Action By
  • Action Type
  • Status
  • Priority – 1 to 5 (defaults to 3)
  • Whether it is a recurring Action
  • Description
  • Detail

The detail can also be categorised as Internal or Completed detail.

  • Created Date (auto generated)
  • Required Date
  • Completed Date (auto generated when Completed Flag ticked)
  • Completed Flag
  • Estimated Days (defaults to 1)

You can have an External or Internal Reference and each Action has its own unique identifier.

You can have Parent and Child Actions. This is where a recurring Action when completed becomes another Action with similar details if you hit the New button from within this Completed Action. Each Action can only have one Parent or one Child.

You can have a group of Actions set up as a template. These can be automatically created on a Job. There can be a number of these groups.

There is provision to print an Action Sheet and you can print a list of actions filtered by the filter critieria in the Edit/View screen.