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Actions Module Summary




Actions Module Page Summary Table

Page
WIKI LINK

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.

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.

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.

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