Actions Module Summary

Actions Module Page Summary Table

Page

Summary

Home Page

Selecting Home Page from the Main Menu opens the Actions Home Page, which lists any open actions in tabular form. The Home Page offers a variety of filters for actions that enable efficient workflow management. WIKI LINK TO HOME PAGE

Groups Page

Selecting the Groups Page from the Main Menu opens the Action Groups Management Page, where new action groups can be created and managed. WIKI LINK TO GROUPS PAGE

Templates Page

Selecting the Templates Page from the Main Menu opens the Action Groups Template Page. Templates can be created to quickly populate new action groups with a repeatedly used set of actions. WIKI LINK TO TEMPLATES PAGE

Supervisors Page

The Supervisors Page is only visible to account if they have supervised users. Selecting the Supervisors Page from the Main Menu opens the Supervisors Page which allows you to see see actions organized by supervisor for a hierarchal management perspective. WIKI LINK TO SUPERVISORS PAGE

Settings Page

The Settings Page in the Actions Module allows a user (with appropriate permissions) to designate parameters specific to the Actions Module. The Settings Page is comprised of four tabs: Bulk Edit, Workflows, Budget Approvers, and Module Levels. WIKI LINK TABS TO PAGES