Attached Actions and Procedures shortcut menu

Right-click commands from the Attached Actions/Procedures window:

• Add Record Action - attaches a new Action/Procedure to the selected record.

  See Attaching Actions or Procedures to records.

• Complete - completes the selected Action, Procedure or Procedure step.

  See Completing current Actions.

• Reassign - reassigns the Action to new Location.

  See Reassigning Actions or Procedures.

• Duration - changes the duration of the Action.

  See Modifying attached Action or Procedure Durations.

• Uncomplete - uncompletes the Action.

  See Marking Actions uncomplete.

• Delete - removes a selected record Action step.

  You can remove an attached Action, an attached Procedure or a step within a Procedure.

  See Removing Actions or Procedures from records.

• Delete All - to remove all the attached Actions.

  See Removing Actions or Procedures from records.

• Complete All - to complete all the attached Actions.

  See Completing multiple Actions and Procedures.

• Reschedule - reschedules the Action to start on a different date.

  See Rescheduling Actions or Procedures.

• Responsible Location Details - displays the details of the responsible Location of the selected Action
• Send Mail - displays an email message to be sent to the selected Location responsible for the Action, including some basic information about the selected Action
• Properties - views the attached Action/Procedures and modify some of these properties.

  See Modifying attached Actions and Procedures for more details.