Difference between revisions of "Action List"
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* Actions for yourself, for another user, or for all users; | * Actions for yourself, for another user, or for all users; | ||
| − | <!-- This line only talks about "actions for" and glosses over the fact that when the user chooses one of the "contacts done" options then the list is displaying Contacts, not Actions; but I think that's probably OK, as to try and explain all of that here would take too long and be too complicated. The issue is that the heading on the "Action Type Selection" box is poorly worded. As I suggested in my email to MS on 13/8/15, the box should probably just be headed "show...". At the moment the heading is conceptually a bit wrong because this is the Action list but it can actually display Contacts as well; hopefully after Feb 2016 the system will just call everything Actions and then from the user's point of view this wording will be OK again, though the heading of "Action type selection" is the sort of thing that your average user will just glaze over anyway. --> | + | <!-- This line only talks about "actions for" and glosses over the fact that when the user chooses one of the "contacts done" options then the list is displaying Contacts, not Actions; but I think that's probably OK, as to try and explain all of that here would take too long and be too complicated. The real issue is that the heading on the "Action Type Selection" box is poorly worded. As I suggested in my email to MS on 13/8/15, the box should probably just be headed "show...". At the moment the heading is conceptually a bit wrong because this is the Action list but it can actually display Contacts as well; hopefully after Feb 2016 the system will just call everything Actions and then from the user's point of view this wording will be OK again, though the heading of "Action type selection" is the sort of thing that your average user will just glaze over anyway. --> |
* A date range - specify how many days in the past/future you want to see; | * A date range - specify how many days in the past/future you want to see; | ||
* Actions done, actions outstanding, or a mixture of the two. | * Actions done, actions outstanding, or a mixture of the two. | ||
| − | + | You can change what you see by changing the drop-down boxes across the top of the Action List, then clicking the "List Again" button to display your newly-selected options. | |
| + | |||
| + | There is also a set of Advanced Options. | ||
Revision as of 13:03, 23 November 2015
The Action List displays:
- Actions done by users of the system
- Outstanding actions (i.e. actions that are yet to be done).
The default display has options so that you can choose to see:
- Actions for yourself, for another user, or for all users;
- A date range - specify how many days in the past/future you want to see;
- Actions done, actions outstanding, or a mixture of the two.
You can change what you see by changing the drop-down boxes across the top of the Action List, then clicking the "List Again" button to display your newly-selected options.
There is also a set of Advanced Options.
Contents
Setting up your Action List
A good configuration is to set the display so that it shows your own actions, 7 days past and future, and "Outstanding Actions Only". This means the Action List functions as your task list.
You can change your default Action List settings by clicking on the link saying "User Options for" followed by your user name, which is displayed at the top of the screen next to the date.
Then, on the "Referrals/Actions Settings" tab, change the relevant options.
Here you can also decide whether the list should be ordered in descending order (newest items on top) or ascending order (newest items at the bottom).
Examples of use
Using the Action List to check a colleague's work for the day
If somebody is off sick, it might be useful to see what they have lined up to be done for that day. A colleague can then address anything urgent for the day.
To do this, you could change the Action List defaults to the name of the colleague, 1 day past and future, and "Outstanding Actions Only".
Using the Action List to see an overview of work
You could also use the Action List to see an overview of all work done by your organisation over the week.
To do this, the settings would be set to "All Users", 7 days past and 0 days future, and "All Contacts Done In The Date Range".
The Detailed Search
There is an extended search, accessible from the Action list - the Detailed Actions and Referrals Search.
This search will allow you to search in-depth details of Actions on the system, and can be very helpful for finding Actions recorded if you know some of the text that was entered, but not the client it was entered against. Click here for more details.
Rob Kay - manual author (talk) 15:40, 9 December 2014 (GMT)
