What is an action
Actions define what needs to be done to keep your organisation ticking, either in response to problems identified in forms or directly from users on demand.
How do I create an action
Go to the configure portal and go to Actions.
Click Add Actions to create an action.
Give the action plan a clear and concise name.
Complete the mandatory fields.
Department - Only users assigned to this department will be able to access the action plan.
Type - Specifies the type of action plan.
Category - Specifies the category the action plan belongs to. Categories must be set up manually in the system.
Initial Priority - Specifies the priority level assigned to the action plan.
Add Responsibilities.
Assigned Responsibilities: Who will complete the actions.
Manager Responsibilities: Who will manage the actions.
Observer Responsibilities: Who will overview the actions.
Define Workflow Settings.
Require Resolution (Hours): Sets a timeframe for each action (e.g., within 24 hours or 3 business days). If the action is not completed by this time, it becomes overdue.
Require Comment: Specifies whether providing a comment is mandatory or optional when raising the action.
Require Image: Indicates whether uploading an image is mandatory or optional when raising the action.
Allow on Demand: Actions will be available for team members and managers to select if needed, regardless of their initial assignment.
Auto Close on Completed: Once an action is completed, it will automatically move to 'Closed' status.
Enable Scheduling: Specifies when the action should be resolved.
Automatic Title Generation: Specify whether the title should be automatically generated and select the source from which it will be created.
Enable Contractor Assignment: Allows assignment of actions to contractors within the form.
All Issues Must be Resolved to Complete the Action: The action cannot be marked 'Completed' if issues haven't been resolved.
Assign Comments And Images To Action Plan Issues: Requires comments and images when working on actions.
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