Actions Home Page

Actions Home Page Context Menu Option Explanation

Option

Explanation

New Action

Selecting "New Action" from the context menu will open the New Action Modal allowing for the creation of a New Action. WIKI LINK HOW TO CREATE A NEW ACTION

New Bulk Action Upload

Selecting "New Bulk Action Upload" opens the Import Actions Page which allows bulk actions to be imported into KAStrack via .csv file. WIKI LINK IMPORT ACTIONS PAGE

New Action Group

Selecting “New Action Group” opens the New Action Group Modal that create a new action group. WIKI LINK: HOW TO CREATE A NEW ACTION GROUP

New Actions from Template

Selecting "New Actions from Template" INSERT MORE EXPLANATION

Actions Module Home Page Filter Option Explanations

Field

Options

Explanation

Actions that

(dropdown menu)

are relevant to you

Selecting "are relevant to you" will show a list of all actions that are relevant to you.

are assigned to you

Selecting "Are Assigned to You" will show a list of all actions that are assigned to you.

you are an approver for

Selecting "You are an Approver For" will show a list of all actions that you are identified as an approver for.

you are interested party for

Selecting "You are an Interested Party For" will show a list of all actions that you have been identified as an interested party for.

show all actions

Selecting "Shows all Actions" will show a list of all actions.

View

(dropdown menu)

As Placed

Selecting "View As Placed" will show a list of all actions organized by Action Groups.

By Due Date

Selecting "View by Due Date" will show a list of all actions organized by Overdue, 15-30 days, and No Due Date.

By User

Selecting "View by User" will organize alphabetically by the first assigned user.

All unassigned actions will show at the bottom of the action list.

Show Completed Action

(checkbox)

Selecting the "Show Completed Actions" checkbox will include completed actions in the list on the filtered view.

Show groups that are

(dropdown menu)

Active

Selecting "Active" will only show actions associated with Active status Action Groups on the filtered list.

In Need of Attention

Selecting "In Need of Attention" will only show actions associated with In Need of Attention status Action Groups on the filtered list.

Cancelled

Selecting "Cancelled" will only show actions associated with Cancelled status Action Groups on the filtered list.

Archived

Selecting "Archived" will only show actions associated with Archived status Action Groups on the filtered list.

Show All Groups

Selecting "Show All Groups" will show all actions associated with any Action Groups on the filtered list.