Set up

Action Types
Action Types are associated with any "Actions" which may be created in relation to a Job. An Action can be analysed on the basis of this code. It assists in filtering and searching. At least on Action Type must be set up as the creation of an Action cannot be completed without a Type.


Code
5 digit code used in the dropdown of the action. Use it to describe the fundamental purpose of the Action Type
Description
An appropriate description.
Period, Period Type and Recurring relate to the recurring Action in the Parent /Child scenario.
Period
The Number of 'Period Type' when calculating the Required Date on the new action
Period Type
Eg. Day, Week, Month. Used when calculating the Required Date on the new action
Recurring
Whether this Action Type can be used in the recurring Action scenario.