Action Maintenance
Use Action Maintenance to maintain information about an action on the Action Console. An action is a tickler item that you can track. Actions include to-do items, phone messages, meetings, and application-specific events such as account callbacks.
Tip: For more information about working with data in fields, see the Data Entry Guidelines.
Directions:
To see directions for...
Opening Action Maintenance, click More.
1. Open the Action Console.
2. To
create a new action, click Add Action in the Application
Action Panel or the User Action Panel.
Or, to edit an existing action:
a. Click to highlight the action you want to maintain in the Application Action Panel or the User Action Panel.
b. Click Edit Action .
Action Maintenance Window Example:
Creating a new Action, click More.
To create a new action click Add Action in the Application Action Panel or the User Action Panel of the Action Console. Action Maintenance then opens.
Tip: To indicate that you are creating a new action, New displays near the Action Status. Default entries display and the first field is highlighted to let you know you can begin entering information.
Action Maintenance Prompts Tip: To see more information about a field, click the hyperlink for the field name. | |
Displays the key identifier for the action. (up to 10 characters) Tip: Action Maintenance automatically assigns the Action ID. | |
Action Submitted By |
Displays the User ID of the person creating or maintaining the action. (unlimited characters) |
Enter the Action Date. (mmddccyy - slashes and century optional) Tips:
Example: | |
To assign a priority to the action, click one of the options in the drop-down list. (predefined) | |
Enter the Action Time. (hh:mm) Tip: You can enter time in the 24-hour format (13:30), or you can enter the time followed by AM or PM (1:30 PM). | |
To assign a status to the action, click one of the options in the drop-down list. (predefined) | |
Enter the Action User ID for the person assigned to the action. (unlimited characters) Tip: The value defaults to the User ID that you entered at Log On. | |
To assign an Action Type, click one of the options in the drop-down list. (predefined) Tips:
| |
Enter the text for an abbreviated description that you want to appear in the Action Console and on the Action Reports. (unlimited characters) | |
Enter an optional message type for categorizing the action. (unlimited characters) Tip: This field is for informational purposes only. | |
Enter the text that fully explains the action. (unlimited characters) | |
To update the new or changed information, click OK or press [ENTER]. Keyboard shortcut: [ALT + k] | |
CAUTION: To avoid losing data, you must save new or changed records by clicking OK. | |
To close the window without saving the changes, click [CANCEL]. Keyboard shortcut: [ALT + c] |
Editing an existing Action, click More.
CAUTION: To avoid losing data, you must save new or changed records by clicking OK.
1. To display the action to be changed:
a. Open the Action Console.
b. Double-click
the action item that you want to maintain in the Application Action Panel
or the User Action Panel.
Or, Click
to highlight the action, and then click Edit
Action , which opens Action Maintenance.
2. Enter the data changes.
3. To
complete the edit process, click OK , or press [ENTER].
Keyboard shortcut: [ALT
+ k]
Deleting an existing Action, click More.