Actions are internal activities and tasks, actionable by an assigned User of your Consultation Manager system.


Action Records can be related to other Records, including Stakeholders, Properties, Events, Documents and depending on your system configuration, other Entities. As part of the CM typical workflow, Actions will be created following and from Events.


Creating an Action

To create an Action, either click 'New' and 'Action' (1), or click on the '+' icon on the Action dock of an existing record (2).




When creating an Action, the User should define the following fields:

  1. Action Requested: Describe the task/s that need to be undertaken.
  2. Assigned By: Select which system User is requesting action from a dropdown menu. If left blank, this field will default to the active User.
  3. Assigned To: Select which User is responsible for completing the Action. This User will be the recipient of reminder emails.
  4. Initiated: Specify the date and time that the request for action was made.
  5. Deadline: Specify the date and time that they Action must be completed by.



Two additional fields should be left blank, to be completed by the "Assigned To" User:

  1. Action Taken: Describe the work that was undertaken in response to the request.
  2. Resolved: Specify the date and time at which the work was completed.



Finally, two fields, greyed out on the record, are automatically populated, depending on User inputs:

  1. Email Sent: The date and time at which the initial email was sent from the system to the responsible User.
  2. Action Status: Shows either Outstanding or Completed. Outstanding indicated that the Action has no Resolved date and will update to Completed once a Resolved date has been entered and the record saved.


 

After populating the Action record, click 'Save'.



Sending an Action email

Once the record has been created, click 'Send email'.



You will notice that the button now reads 'Send email reminder' and the Email Sent date has been populated.



The Assigned To User will receive an email advising them that they have an Outstanding Action in the system.


Resolving the Action

The Assigned To User should follow the link in the email (1) to visit the Action Record in the system.



Once there, they should complete the following fields:

  1. Action Taken: Describe the work that was undertaken in response to the request.
  2. Resolved: Specify the date and time at which the work was completed.



After completing these fields, click 'Save'.



You will now notice that the Action Status has been updated to Outstanding.



Enterprise Administrators can automate Action reminders for your system. Click here to learn more.