Configure Action Items

Modifying / Adding / Removing Action Items

Accessing the Administrator Application and navigating to "Action Items" provides the tools to customize and fine-tune the behavior of Action Items to suit your organizational needs. Below are the configuration options available:

Open

General Settings:

• Action Item: Name of the Action Item

  • Un-check "In Use" to deactivate an AI

• All Users Can Submit This Action Item: If this is not checked then the Sales Rep on the Project cannot submit this AI (typically this will be checked on ALL AI's)

• Alert Salesperson(s) When Completed: When the AI is completed or rejected you can tell it to alert the sales rep (also typically checked on ALL AI's)

• Opens This Window: You can tell e-manage what Module or window you want it to open when an AI is opened

• On Check-Out Changes Project to this Status: When the receiving user opens an AI or "checks out" the AI you can assign the status you want it to change to

  • To add / remove / modify the Project Status list open the Administrator → Corporate Division → Drop Down List Setup → Project Statuses

• On Completion Changes Project to this Status: When the receiving user completes the AI you can assign the status you want it to change to

  • To add / remove / modify the Project Status list open the Administrator → Corporate Division → Drop Down List Setup → Project Statuses

Open

Assignments:

• 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 

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.