Action Console

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• Calling Menu - Console Menu

• Replace the Action Console button for the applications if it changes.  4/20/2007

Use the Action Console as a triage and tickler system, which allows you to track action items and application specific events, such as callbacks, meetings, and phone calls.  There are two major areas of the Action Console:

• Applications Panel:  Allows you to maintain and view actions specific to the data in an NDS software application.  For example, you can enter callbacks for a specific account.
  Tip:  The installation setup for your site determines which application panel displays.

• User Actions Panel:  Allows you to view and maintain user actions, which include phone calls, your to-do list, and meetings.

For additional information, click More.

Directions:

To see directions for...

• Opening the Action Console, click More.

   

  • Basic Method:

  1.  Click Console from the Menu Bar.

  2.  Click Action Console.
   

  • Advanced Methods:

  • Click Action Console  on the Executive Management System Toolbar.

  • Or, click Action Console  on the NDS application Toolbar.

  • Or, use the keyboard shortcut:  [ALT] [c] [a].

   

  Action Console Window Example:

  

   

• Displaying Actions in the Action Panels, click More.

   

  You can refine which actions appear in the Action Panels using the fields described in the table below.

   

  Selection Fields Example:

  

   

  Selection Fields Area Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Actions Through	To specify a range of Action Dates to include in the Action Panels, enter the latest date that you want to view.  (mmddccyy - slashes and century optional) Tip:  When you click in the Actions Through field, a calendar pops up.  You can navigate through the calendar by clicking the arrows.  Then click the date that you want. Example:
  Status	Click one of the Action Status options in the drop-down list.  (predefined) Tip:  To display "Closed" actions, you must also select the Include Archive option.
  Include Archive	Archived actions are those flagged with the "Closed" Action Status. To include archived actions, select the box. To exclude archived actions, de-select the box. Tips: To display all actions except those that are closed, select "All" for the Status, and de-select the Include Archive option. If you want to change which Action Status is considered "archived", contact NDS Technical Support.
  Current User Only	Use this option to control whose actions are displayed in the Application Action Panel. To display application actions only for the User ID displayed at the top of the User Action Panel, select the box. To display application actions for all users, regardless of the User ID, de-select the box.

   

• Understanding the Application Action Panel, click More.

   

  Application Action Panel Example:

  

   

  Application Action Panel Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Application Field(s)	Enter the selection field(s) specific to the displayed application. Tip:  The fields vary according to the application setup for your site.
  Action Type	To specify the Action Type for the actions that you want to display, click one of the options in the drop-down list. Tip:  The Action Types vary according to the application setup for your site.
  Tip:  The following fields are displayed for each action item.
  Priority	The Action Priority appears as an icon:  High  Medium  Low
  Application Field(s)	Displays the field(s) specific to the displayed application. Tip:  The fields vary according to the application setup for your site.
  Status	Displays the Action Status.
  Date	Displays the Action Date.
  Time	Displays the Action Time.
  Description	Displays the Action Type and Description.
  Buttons
  	Add Action:  Add a new action using Action Maintenance.
  	Edit Action:  Maintain an existing action using Action Maintenance.
  	Print Actions:  Print the Application Actions Report.
  	Refresh Actions:  Refresh the displayed list of actions.

   

• Understanding the User Action Panel, click More.

   

  User Action Panel Example:

  

   

  User Action Panel Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  User	Enter the User ID for the actions that you want to display. Tip:  The value defaults to the User ID that you entered during Log On.
  Action Type	To specify the Action Type for the actions that you want to display, click one of the options in the drop-down list.
  Tip:  The following fields display for each action item.
  Priority	The Action Priority appears as an icon:  High  Medium  Low
  User	Displays the Action User ID.
  Status	Displays the Action Status.
  Date	Displays the Action Date.
  Time	Displays the Action Time.
  Description	Displays the Action Type and Description.
  Buttons
  	Add Action:  Add a new action using Action Maintenance.
  	Edit Action:  Maintain an existing action using Action Maintenance.
  	Print Actions:  Print the User Actions Report.
  	Refresh Actions:  Refresh the displayed list of actions.

   

• Creating a New Action, click More.

   

  To add a new action to the Action Console, click Add Action  in the Application Panel or the User Panel.  You will then see the Action Maintenance window, where you can add the new action.
   

• Editing an Existing Action, click More.

   

  To maintain an existing action on the Action Console:

  1.  Click to highlight the action that you want to maintain.

  2.  Click Edit Action  in the Application Panel or the User Panel.
  Or, double-click the highlighted action.
  
  You will then see the Action Maintenance window, where you can maintain the action.

   

• Deleting an Existing Action, click More.

   

  Note:  You can not delete an action; however you can change the Action Status to "Closed".
   

• Refreshing an Action Panel, click More.

   

  To refresh the list of actions displayed, click Refresh Actions  in the Application Panel or the User Panel.  You will see any new actions that were added since the last time you opened the Action Console or since the last time you clicked Refresh.

   

• Printing an Action Report, click More.

   

  To view an Action Report in Print View, click Print Actions  in the Application Panel or the User Panel.

  Tips:

  • The Action Report includes only the actions currently displayed in the Application Panel or the User Panel.  To change the actions displayed, follow the directions for "Displaying Actions in the Action Panels".

  • From Print View, you can send the report to a printer.

   

• Report Sample(s), click More.

   

  To see examples of the Action Reports, click Action Report Samples.