Action tracking for a record

You can use Action tracking to trace the flow of records and the tasks required to be performed on them within your organisation.

You can assign a

  • single task - Action

    -- or --

  • a sequence of tasks - Procedure

to a record.

Before you can assign Actions or Procedures to a record, you need to create the Actions or Procedures in Content Manager.

See Action/Procedure and Show Actions/Procedures .