NEW ACTIONS CAN BE GENERATED BY:

Action Maintenance menu
Action Edit/View screen
Maintain Action Group

Maintain an Action by Double Clicking left arrow in Action Edit/View screen

Job
When creating a new Action, a Job Number can be entered manually, selected from the Job Lookup function, or the default entry can be accepted to by pressing the <ENTER> key.

Originator Company
A Client/Supplier Reference can be entered manually, selected from the Company Lookup function, or the default entry can be accepted to by pressing the <ENTER> key. An entry in this field is not required.

Originator Person
Defaults to the logged in User. The options available in the list for this field will consist of all the Personnel recorded on the system, with the first names in the list being those of persons associated to the Company selected. A Person must be selected.

Action By Company
A Client/Supplier Reference can be entered manually, selected from the Company Lookup function, or the default entry can be accepted to by pressing the <ENTER> key. An entry in this field is not required.

Action By Person
Defaults to the logged in User. The options available in the list for this field will consist of all the Personnel recorded on the system, with the first names in the list being those of persons associated to the Company selected. A Person must be selected.

Created Date
This date will default to the date on which the action was created and is not available for alteration.

Required Date
Enter the Date by which it is expected/required that this Action will be completed.

Completed Date
Ticking the Completed Box automatically puts 'Today's' Date in the Completed Date filed. This date can be amended if appropriate.

Estimated Days
When an action is created, it may be relevant to complete this field to give the recipient some idea as to the expectations of the "Originator". This may be used in conjunction to the "Required Date". The default is 0 days. Later comparison s of this data can be used to provide statistics on performance levels.

Action Type
Select an appropriate Action Type from the list provided.

Status
Select a Status from the list provided.

Priority
Defaults to 3. Change the entry in this field if required. This data is not validated against existing data.

Description (Maximum 50 Characters)
Enter a short description for each action.

Recurring
If the Action is recurring, once you complete the Action you can press 'New action' and a Child action will be generated using the Data of the Parent Action and calculating the required date from the Action Type.

There are 5 tabs for further information on each Action.

The first three can be included or excluded on the report that is printed from the 'edit view list'.

DETAILS

These notes are instruction details on the action that can be made available to the client or third parties.

Internal Details
These notes are internal details on the action that are not to be made available to the client or third parties.

Completion Details
Notes on the completion of the action

References
Displays the Action ID number. Allows for the entry of an External Reference and Internal Reference. Allows Alpha or Numeric – max 10 characters

WORD DOCUMENT

This allows the imbedding of an external file into the Action.
Press the "Object" button. This will display a series of possible object types from which you can create a new file or create from an existing file.

There is the facility to print the Action Sheet.

The Details are printed. Internal and Completion Details are not included.

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