Record actions

Record actions can be used to trace the flow of records and the tasks that are required to be performed on them within your organisation.

Record actions can be assigned to a record as a:

Action - a single task, or

Procedure - a sequence of tasks

The actions and procedures that are available in the Mobile App are created in Content Manager client application. You can access Record actions from the Home page or Mobile App Menu. The Record actions page lists all the Record actions that are in Ready to start state, assigned to you (currently logged in user). The Record actions page displays Record Number, Action Name, and Due Date.

Accessing the context menu

To access the context menu of an individual record action, perform the following steps:

1. Navigate to the Record actions page, click More option of the individual record action to display the context menu.

   The following are the context menu options:

   • Properties - view the properties of the record action.

   • View record - displays the electronic document associated with the record action.

   • View notes - displays all the notes of the record action.

   • Complete - allows you to complete the record action.

     NOTE: The Complete context menu is not available for the Inquiry user.

Viewing the record

1. Navigate to the Record actions page, click More option of the individual record action to display the context menu.

2. Click View record.

   The electronic document associated with the record action is displayed.

 

Viewing the notes for an action

To view the notes of a record action, perform the following steps:

1. Click More option of the record action for which you want to view the notes.

   The context menu is displayed.

2. Click View notes from the context menu.

   All the notes associated with the record action are displayed in the Notes page.

Adding the notes for an action

To add the notes to a record action, perform the following steps:

1. Navigate to the Notes page of the record action for which you want to add notes.

2. Click and type the notes in the text box. The Add note is enabled.

3. Click Add note.

   The newly added note is appended to the bottom of the notes list with the user stamp.

Modifying the note settings

To modify the note settings of the record action, perform the following steps:

1. Navigate to the Notes page of the record action for which you want to change the note settings.

2. Click Settings (top right). The Note Settings pop-up is displayed with Add note to top, Add note to bottom, and Include user stamp options.

   By default, the notes are appended to the bottom of the notes list with user stamp.

3. Select the required Note Settings options.

   The changes are applicable only for the current note you add. For the following notes, default settings are applied.