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Import Bulk Actions
To import new actions in bulk using a CSV file, go to the Actions Module Home Page and hover your cursor over the page icon opening the home page context menu. Click “New Bulk Action Upload” opening the Import Actions Page. Clicking the “Download Template...
Create A New Action Group Template
To create a New Action Group Template, select Templates from the Actions Module Main Menu, opening the Manage Templates Page. Select the “New Template” button, opening the New Template Modal. There are several fields associated with the creation of an ac...
Edit an Existing Action
An Action can be edited through the Edit Action Modal or the specified action’s detail page. To Edit Through the Edit Action Modal Alter the filter on the Actions Module Action Home Page to see the action you wish to edit. If the actions are displayed by gro...
Assign an Action
Actions can be assigned to users through the Edit Action Modal. Edit the "Assigned To" field to assign users to the action. How To: Edit an Existing Action
Assign an Action Approver
Action Approvers can be assigned to users through the Edit Action Modal. Edit the "Approver(s)" field to assign users as approvers for the action. How To: Edit an Existing Action
Assign Interested Parties to an Action
Interested Parties can be assigned to an action through the Edit Action Modal. Edit the "Interested Parties" field to assign users or roles as interested parties for the action. How To: Edit an Existing Action
Add Comments to an Action
To add comments to an action, go to the Actions Home Page. Use the filters to pull up the relevant action by Action Group (As Placed), Due Date, or User. If filtering by Action Group or Due Date, expand the section to display the actions. Click the Title...
Create a New Action Group
New Action Groups can be created from both the Home Actions Page as well as the Groups Page, both accessible from the Main Menu. To create a new action group from the Actions Home Page, hover your icon over the page icon to the right of the Actions page hea...
Edit An Action Group
To edit a specific action group, you can click the edit icon next to the group's title on the Actions Home Page, or select the Groups Page on the Main Menu, opening the Manage Action Groups Page. Then click the three-dot icon to the right of the action group t...
Delete an Action Group
To delete an action group, select the Groups Page on the Main Menu, opening the Manage Action Groups Page. Clicking the three dot icon to the right of the action group opens the Action Group Context Menu. Select “Delete Action Group” from the context menu o...
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 the action group whose actions you want to export in a .csv file. This opens the specific action group page. The third icon to the right of the header is the ex...
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 action group you wish to create a budget alert for. This opens the specific action group page. The second icon to the right of the action group header is the e...
Edit an Action Group Status
Action groups are manually assigned a group status than can be manually edited as needed for the action group. Default Group Status include Active, Needs Attention, Cancelled, and Archived. To change the action group status, select the Groups Page on the Main...
Copy an Action Group Template
To copy an action group template, select Templates from the Actions Module Main Menu, opening the Manage Templates Page. Selecting the three-dot icon to the right of the Action Group Template Title opens the Action Group Template Context Menu. Select “Copy”...
Delete an Action Group Template
To delete an action group template, select Templates from the Actions Module Main Menu, opening the Manage Templates Page. Selecting the three-dot icon to the right of the Action Group Template Title opens the Action Group Template Context Menu. Select “Del...
Add Actions to an Action Group Template
To add actions to an action group template, select Templates from the Actions Module Main Menu, opening the Manage Templates Page. Selecting the three-dot icon to the right of the Action Group Template Title opens the Action Group Template Context Menu. Sel...
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 from the Main Menu. Click the New Approver Group button opening the New Budget Approver Modal. Input a title for the budget approver group. T...
Create New Module Levels (Actions Module)
Select the Module Levels Tab on the Settings Page in the Action Module. Select the “New Module Level” button opening the New Module Level Modal. Input the new module level name. Select “Save” and the new module level will show in alphabetical order in th...