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Action Manager

Action Management Viewer​

  • Open - Allows the Selected Department/User Group/User to Open the Action Management Viewer

Global​

  • Receive Actions - Allows the Selected Department/User Group/User to have Actions Assigned to them.
  • Approve Actions - Allows the Selected Department/User Group/User to Approve Actions
  • Approve Actions with Incomplete Tasks - Allows the Selected Department/User Group/User to Approve Actions where not all tasks linked to the action are completed
  • Send Unopened Actions - Allows the Selected Department/User Group/User to Send Emails prompting Users to check their Actions

Operations​

  • Edit Action Details - Allows the Selected Department/User Group/User to Edit the Detail of the Action
  • Change Action Due Date - Allows the Selected Department/User Group/User to Amend the Date on which the Action is due to be completed
  • Change Action Status - Allows the Selected Department/User Group/User to Amend the Status of the Action (Closed/Open etc.)
  • Delete Actions - Allows the Selected Department/User Group/User to Delete Actions
  • Reinstate Actions - Allows the Selected Department/User Group/User to Reinstate Actions that have previously been Deleted
  • Create Actions For Any Department - Allows the Selected Department/User Group/User to create actions assigned to any department
  • Claim Actions From Any Department - Allows the Selected Department/User Group/User to claim actions assigned to any department
  • Edit Action Types - Allows the Selected Department/User Group/User toedit the action types
  • Allow User Groups for Add/Edit Action - Allows the Selected Department/User Group/User to Edit Actions within their user group
  • Allow User Groups for Add/Edit Task - Allows the Selected Department/User Group/User to Edit Tasks within their user group

View Options​

  • View All Actions - Allows the Selected Department/User Group/User to View All Actions
  • View Departments Actions - Allows the Selected Department/User Group/User to View All the Actions Assigned to their Department
  • View Subordinates Actions - Allows the Selected Department/User Group/User to View Their Subordinates Actions
  • View Deleted Actions - Allows the Selected Department/User Group/User to View Deleted Actions
  • View New Actions - Allows the Selected Department/User Group/User to view new actions
  • View Unassigned Actions - Allows the Selected Department/User Group/User to view unassigned actions
  • View Pending Mail - Allows the Selected Department/User Group/User to view all pending unsent mail
  • View User Groups Actions - Allows the Selected Department/User Group/User to view actions within their user group
  • View Unassigned Tasks - Allows the Selected Department/User Group/User to unassigned tasks
  • View Department Tasks - Allows the Selected Department/User Group/User to view all tasks within their department
  • View User Groups Tasks - Allows the Selected Department/User Group/User to view all tasks within their user group

Assignment​

  • Reassign Actions To Anyone - Allows the Selected Department/User Group/User to Reassign Actions Any another User
  • Reassign Actions Within Department - Allows the Selected Department/User Group/User to Reassign Actions to another User in their Department
  • Reassign Actions Within User Groups - Allows the Selected Department/User Group/User to Reassign Actions to another User in their User Group
  • Reassign Action Approval - Allows the Selected Department/User Group/User to Reassign Action Approval to another User
  • Claim Departments Unassigned Actions - Allows the Selected Department/User Group/User to claim unassigned actions within theit Department
  • Claim Any Unasssigned Actions - Allows the Selected Department/User Group/User to claim any unassigned action
  • Create Unassigned Actions - Allows the Selected Department/User Group/User to Create actions that are not assigned to a user or department

Closure​

  • Close Actions - Allows the Selected Department/User Group/User to Close Any Actions
  • Close Own Actions - Allows the Selected Department/User Group/User to Close their Own Actions

Attachments​

  • View All Action Attachments - Allows the Selected Department/User Group/User to View All Action Attachments
  • View Own Action Attachments - Allows the Selected Department/User Group/User to View Their Own Action Attachments
  • Edit Any Action Attachments - Allows the Selected Department/User Group/User to Edit Any Action Attachments
  • Edit Departments Action Attachments - Allows the Selected Department/User Group/User to Edit the Action Attachments of users in their Department
  • Edit User Groups Action Attachments - Allows the Selected Department/User Group/User to Edit the Action Attachments of users in their User Group
  • Edit Own Action Attachments - Allows the Selected Department/User Group/User to Edit Their Own Action Attachments
  • Open/Download Attachments - Allows the Selected Department/User Group/User to Open and/or Dowload Attachments
  • Edit Links - Allows the Selected Department/User Group/User to Edit Links
  • Launch Links - Allows the Selected Department/User Group/User to Launch Links in their browser

History​

  • View All Action Histories - Allows the Selected Department/User Group/User to View the Action Histories of all Actions they can open
  • View Own Action Histories - Allows the Selected Department/User Group/User to View the Action History of only their own actions.

Emails and Reminders​

  • Send Overdue Reminders to All - Allows the Selected Department/User Group/User to Send Overdue Reminders to All users
  • Send Overdue Reminders to Department - Allows the Selected Department/User Group/User to Send Overdue Reminders to Department users
  • Send Overdue Reminders to User Group - Allows the Selected Department/User Group/User to Send Overdue Reminders to their user Group
  • Send Reminder on New - Allows the Selected Department/User Group/User to Send a Reminder when new actions are created
  • Send Reminder on Open - Allows the Selected Department/User Group/User to Send a Reminder when and action is moved to the open status
  • Digest Emails - Allows the Selected Department/User Group/User to Send a Reminder when new actions are created