Content Manager 25.1 Content Manager

# Creating Actions

1. From the Manage ribbon, select Actions.

   The Actions - All dialogue box appears.

2. Right-click the list pane and select New Action.

   The New Action dialogue box appears.

   Fill in the following details:

   - Action Name - usually a brief description of the task. This can be up to 100 characters.
   - Days - number of days the Action will take
   - Hours - number of hours the Action will take
   - Minutes - number of minutes the Action will take
   - Cost - how much the Action will cost
   - Responsible Location - Location that will normally be responsible for the Action.

     Use KwikSelect to list existing Locations.

     If you leave this option blank, Content Manager will prompt you to enter the Location responsible when this Action is attached to a record.

   - Action can be attached to a Record - select if you want to apply the Action to a record or if it is an Action that you want to turn into a Procedure.

     You may want to leave it unselected if the Action will only form a part of a Procedure.

3. Select the Notes tab to add notes to the Action.

   See Notes.

4. Click OK
5. Repeat the steps until you have entered all the Actions you want to use

   NOTE:

   - A defined Action or Procedure is a resource. You do not need to create them uniquely for each application, but can use them as components for other Procedures.

     Procedures can contain other Procedures as well as Actions.

     You can change both the default time and responsibility to suit new Procedures.

   - The date/time settings on an Action, Procedure or Workflow are affected by the working day settings in Administration - System Options - Workflow.

     However, modifications to the starting and finishing day times will not affect existing action date/times.

     For example, when you create an Action or Workflow with a due time of 8 hours and the system day is set to be between 9 AM and 5 PM, when saving the Action, it will show 1 day 0 hours.

     However, if you change the system day to 9 AM to 11 PM, the Action will not change back to 8 hours.

     It stays at 1 day.

     Setting the working hours is only available to users of user type Administrator.

     The Instructions for an Action or a Procedure can be viewed by adding Instructions to the Action view pane, on a record's properties - Record Action page view pane or by right-clicking on the Action/Procedure and going to the Instructions tab.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Creating Actions