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Delete an Action Group Template
To delete an action group template, select Templates from the Actions Module Main Menu, opening t...
Delete an Action
To delete an individual action, go to the Bulk Edit Tab of the Settings Page in the Actions Modul...
Create New Workflow
To create a new workflow, select Settings under the Action Module on the Main Menu. Open the Work...
Create A New Action Group Template
To create a New Action Group Template, select Templates from the Actions Module Main Menu, openin...
Copy an Action Group Template
To copy an action group template, select Templates from the Actions Module Main Menu, opening the...
Bulk Edit Selected Actions
To bulk edit selected actions, select Settings under the Action Module on the Main Menu. Open the...
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 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...
Create a New Budget Approver Group
To create a new budget approver group, open the Budget Approvers Tab on the Settings Page in the ...
Actions Module Email Alert Summary
Users can enable and set their own notifications preferences for system emails on the Notificatio...
Actions Templates Page
Selecting Templates from the Main Menu opens the Manage Templates Page that allows for the creati...
An Action's Details Page
Clicking an action title on the Actions Module Home Page or on an Action Group Summary Page will ...
Actions Module Legend
The Actions Module has its own color coding system, explained in the Actions Module Legend color ...
Understanding the Integration between Action Groups and Finance Module Budgets
The Actions Module has the ability to link action groups with budgets in the Finance Module and n...
Actions Module Summary
The Actions Module tracks action items for project management, recurring events, or processes. Th...
Account Module Email Alert Summary
Users can enable and set their own notifications preferences for system emails on the Notificatio...
Restore an Archived User Account
To restore an archived account, go to the Archived Tab on the Accounts Page in the Accounts Modul...
Reset the Password for Another User
To reset the password for another user, you must have Admin or Supervisor Module Level access for...
Create an Individual New User Account
The Create Tab opens to the Create Account Page. To bulk import the information for several new u...
Export User Account Information
Open the Export Tab on the Accounts Page in the Accounts Module. There are two checkboxes that...