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Kanban Module How Tos
List of Kanban Module How Tos
Edit a Workflow
The default workflows (Basic, Basic with Approval, and Complex with Approval) cannot be edited. To edit a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the three-dot icon to the right of the Workflow title you wish to edit,...
Copy a Workflow
To copy a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the three-dot icon to the right of the Workflow title you wish to copy, opening the Workflow Context Menu. Select “Copy Workflow” from the context menu, opening the ...
Delete a Workflow
To delete a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the three-dot icon to the right of the Workflow title you wish to delete, opening the Workflow Context Menu. Select “Delete Workflow” from the context menu opening...
Delete an Action
To delete an individual action, go to the Bulk Edit Tab of the Settings Page in the Actions Module. Identify the action you wish to delete and click the three dot icon to the right of the action title, opening the Bulk Edit Action Context Menu. Select the ...
Delete a Budget Approver Group
To delete a budget approver group, go to the Budget Approver Tab on the Settings Page of the Actions Module. Click the three dot icon to the right of the Budget Approver Group Title opening the Budget Approver Table Context Menu. Select the option to “Delet...
Delete an Action Comment
To delete a comment associated with an action, go to the Actions Home Page. Use the filters to pull up the relevant Action Group and expand the group to display the actions. Click the Title Link of the action you wish to add comments too, opening the sp...
Dispatch: Introduction
Dispatch Module Summary
The Dispatch Module manages the scheduling and tracking of assets and people for remote deployment and integrates with the Communications, People, Documents, Assets, Actions, Reports and Forms Modules. As a journey management tool, Dispatch utilizes stage app...
Dispatch: Module Pages
Dispatch: Supplemental Resources
There is one email alert associated with the Dispatch Module.
Dispatch Home Page
The Dispatch Home Page contains the Dispatch Table, which displays the dispatch's number, title, status, and any tags attached. Dispatches shown on the Home Page Table can be filtered by status: all, creating, scheduled, ready to dispatch, dispatched, compl...
Dispatch Pending Approvals Page
The Pending Approval Page houses the Pending Approvals Table, which includes any dispatch whose status change is pending until approved. How To: Approve a Pending Dispatch Status Change The pending approval page is read only, with the exception of the dis...
Dispatch Settings: Approver Filtering Tab
The Approver Filtering Tab of the Settings Page in the Dispatch Module is where users and certification roles can be identified as potential approvers before a dispatch status change. The People or Certification Roles selected under each status (scheduled, ...
Dispatch Settings: Distribution Lists Tab
The Distribution Lists Tab on the Settings Page of the Dispatch Module is where new pre-defined distribution lists are created. Distribution List members can be People (Users) or Certification Roles. The Pre-defined Distribution List Table shows the title of t...
Dispatch Settings: Defaults Tab
The Dispatch Settings Page Defaults Tab allows permission to be given to view dispatch incidents. You can select individual users, certification roles, or access levels that will be given default permission to View Incidents. How To: Give Default Permission ...
Dispatch Settings: Module Levels Tab
The Module Levels Tab of the Setting Page allows the user to customize and designate permissions for the Dispatch Module. The tab shows the module levels for the Dispatch Module. Selecting the eyeball icon opens a modal that identifies the permissions granted ...