Actions Module How Tos (Essentials Suite)
Actions Module How Tos
How To: Add A Budget Alert for an Action Group How To: Add a Budget Approver Group in the Acti...
Add A Budget Alert for an Action Group
To add a budget alert for an action group, go to the Actions Home Page and click the title of the...
Add a Budget Approver Group in the Actions Module
To create a new budget approver group in the action module, select Settings under the Action Modu...
Add Actions to an Action Group Template
To add actions to an action group template, select Templates from the Actions Module Main Menu, o...
Add Comments to an Action
To add comments to an action, go to the Actions Home Page. Use the filters to pull up the rele...
Archive an Action Group
To archive an action group, select the Groups Page on the Main Menu, opening the Manage Action Gr...
Assign an Action
Actions can be assigned to users through the Edit Action Modal. Edit the "Assigned To" field t...
Assign an Action Approver
Action Approvers can be assigned to users through the Edit Action Modal. Edit the "Approver(s)...
Assign Interested Parties to an Action
Interested Parties can be assigned to an action through the Edit Action Modal. Edit the "Inter...
Bulk Edit Selected Actions
To bulk edit selected actions, select Settings under the Action Module on the Main Menu. Open the...
Copy a Workflow
To copy a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the t...
Copy an Action Group Template
To copy an action group template, select Templates from the Actions Module Main Menu, opening the...
Create a New Action
To create a new action from the Actions Home Page, hover your cursor over the page icon opening t...
Create A New Action Group Template
To create a New Action Group Template, select Templates from the Actions Module Main Menu, openin...
Create a New Action Group
New Action Groups can be created from both the Home Actions Page as well as the Groups Page, both...
Create a New Budget Approver Group
To create a new budget approver group, open the Budget Approvers Tab on the Settings Page in the ...
Create New Module Levels (Actions Module)
Select the Module Levels Tab on the Settings Page in the Action Module. Select the “New Module...
Create New Workflow
To create a new workflow, select Settings under the Action Module on the Main Menu. Open the Work...
Delete a Budget Approver Group
To delete a budget approver group, go to the Budget Approver Tab on the Settings Page of the Acti...
Delete a Workflow
To delete a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the...
Delete an Action
To delete an individual action, go to the Bulk Edit Tab of the Settings Page in the Actions Modul...
Delete an Action Comment
To delete a comment associated with an action, go to the Actions Home Page. Use the filters t...
Delete an Action Group
To delete an action group, select the Groups Page on the Main Menu, opening the Manage Action Gro...
Delete an Action Group Template
To delete an action group template, select Templates from the Actions Module Main Menu, opening t...
Edit a Workflow
The default workflows (Basic, Basic with Approval, and Complex with Approval) cannot be edited. ...
Edit An Action Group
To edit a specific action group, you can click the edit icon next to the group's title on the Act...
Edit an Action Group Status
Action groups are manually assigned a group status than can be manually edited as needed for the ...
Edit An Action Group Template
To edit an action group template, select Templates from the Actions Module Main Menu, opening the...
Edit an Existing Action
An Action can be edited through the Edit Action Modal or the specified action’s detail page. To ...
Export Action Groups in a CSV File
To export all actions within an action group, go to the Actions Home Page and click the title of ...
Import Bulk Actions
To import new actions in bulk using a CSV file, go to the Actions Module Home Page and hover your...
Upload Files to An Action
Files cannot be uploaded through the Edit Action Modal. To upload a file to an action, click on ...