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Choose Responsible Groups: This is where you can assign the appropriate group(s) to an AI (who is going to receive the AI).
To adjust Group Names or users assigned to groups open the Administrator → User Groups. See here for more information on User Groups.
Choose Project Type Availability: You can assign specific Project Types to each AI
To adjust Project Types open the Administrator → Corporate Division → Drop Down List Setup → Project Types
Pre-Requisites: List of items / reminders of what information, documents, etc. to provide when submitting an AI
To adjust the Pre-Requisites list open the Administrator → Corporate Division → Drop Down List Setup → Action Item Pre-Requisites
Completion Tasks: List of items / reminders of what information to remember when completing an AI
To adjust the Completion Tasks list open the Administrator → Corporate Division → Drop Down List Setup → Action Item Completion Tasks
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Action Items are directly affected by the setup of each user so be sure to check out this section to ensure proper setup! |
By adeptly configuring these settings, you tailor the Action Item process to match your company's unique requirements. This meticulous customization ensures that Action Items operate seamlessly within your workflow, promoting efficiency and organization.