Action Groups: An Action Group Page
Action Group Page Icon Explanations | |
Icon | Explanation |
| Hovering the cursor over the Page Icon opens a context menu that displays quick link icons with options to create a new action or bulk import new actions. WIKI LINK HOW TO CREATE A NEW ACTION WIKI LINK HOW TO IMPORT BULK ACTIONS |
| Selecting the Edit Icon opens the Edit Action Group Modal. WIKI LINK HOW TO EDIT AN ACTION GROUP |
| Selecting the Export Icon automatically downloads a .csv file of all actions associated with the action group to your personal device. WIKI LINK HOW TO EXPORT ACTIONS IN A CSV FILE |
Action Module Legend - Actions Color Coding | |
Icon | Explanation |
| The color green indicates that the action has been completed. |
| The color sky blue indicates that the action is outstanding with no due date. |
| The color blue indicates that the action is outstanding. |
| The color yellow indicates that the action is nearing its due date. |
| The color red indicates that the action is overdue. |
| The color purple indicates the action group is past the number of days of inactivity that was established for the action group. It is never used as an indicator for an individual action. |
Action Group Field Input Explanations | |
Field | Explanation |
Title | Input the title for the new action group. |
Status | An action group can be assigned a status of Active, Needs Attention, Canceled, or Archived. Select the appropriate status from the Status dropdown menu on the modal. Note: The status of an action group is manually applied and edited. WIKI LINK HOW TO EDIT THE ACTION GROUP STATUS |
Workflow | The workflow dropdown menu will offer the system default workflows (Basic, Basic with Approval, Complex with Approval), as well as any workflows that have been created by your organization. WIKI LINK UNDERSTANDING WORKFLOWS |
Default Warn Before | Input a numerical value for the number of days a default warning will be sent. This input determines when action action within the action group will turn from blue (the action is outstanding) to yellow (the action is nearing its due date). |
Date | The Action Group Date is flexible in concept and can be used as bet fit by your organization. |
Description | Input a description for the action group. |
Tags | Include any open, permissive, or restrictive tags as desired. |
Budget ($) | Leave this blank if you do not want to generate a new budget in the Finance Module for the Action Group. Input a dollar amount to create the budget. |
Budget Alerts | Click "Add Alert" in the Budget Alerts Section to create a budget alert to be associated with the action group budget. This will expand the modal displaying budget alert preferences. WIKI LINK HOW TO ADD A BUDGET ALERT TO AN ACTION GROUP |
Budget Approvers | Select the desired budget approver group from the dropdown menu. Note: Budget approval groups at the Action Group level must be created on the Settings Page: Budget Approvers Tab. |
Send an Inactivity alert after # of days | An Action Group inactivity alert will be sent to the designated users / roles after a specified number of days of inactivity. Input a numerical value telling the system to send a notice after the specified days of inactivity. WHAT DEFINES INACTIVITY? |
Send the inactivity alert to | Input the users and roles you wish to receive the inactivity alert. |
Admins | Input the users who are to be identified as Admins for the Action Groups. |
Users / Roles who can view this group | Select the Users / Roles who can view this action group. DOES THIS MEAN THE SAME AS AN ACTION INTERESTED PARTY APPLIED TO THE WHOLE ACTION GROUP? |
Users / Roles who can edit their own actions | Select the Users / Roles who can edit their own actions. WHAT DOES THEIR OWN MEAN? |
Focal Point User For this Group | Identify the focal point user of the group. Only one user can be designated as the focal point. |
Assigned User Permissions Section The permissions established in this section will be applied to all users in the group by default. | |
Edit All Fields | Selecting the "Edit All Fields" checkbox will remove all other checkboxes from the modal and will give all users in the action group the ability to edit action status, add comments, delete own comments, and upload files. ANY OTHER PERMISSIONS INCLUDED? |
Edit Action Status | Selecting the "Edit Action Status" checkbox will give all users in the action group the ability to edit the action status. REGARDLESS OF IT ASSIGNED, APPROVED, INTERESTED PARTY, FOCAL POINT? |
Add Comments | Selecting the "Add Comments" checkbox will give all users in the action group the ability to add comments to an action. |
Delete Own Comments | Selecting the "Delete Own Comments" checkbox will give all users in the action group the ability to delete their own comments made regarding an action. |
Upload Files | Selecting the "Upload Files" checkbox will give all users in the action group the ability to upload files to an action. |