Basic steps for creating Actions or Procedures
Approach the task of creating a Procedure - a sequence of associated Actions - in a logical, step-by-step manner.
- Analyse the work to be done and break it down into its component steps
- Create an Action for each step and select the Location responsible for that Action
- Define a Procedure - an Action which can be associated with a record
- Associate each Action step with the Procedure you have defined.
You can rearrange the order of Action steps by using the Up and Down buttons in the Steps tab of the Actions Definition dialogue box.
Action Cover Sheet
You can print out an action cover sheet which contains barcodes and lists all the Actions pending against a record.
You can check off the barcodes with a barcode scanner, thereby updating the current status of the record.
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