Difference between revisions of "Action List"

Revision as of 15:20, 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.

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.

File:AL 1.png

Then, on the "Referrals/Actions Settings" tab, change the relevant options.

File:Office AL 3.png

• 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).
• Default or Previous? - this option will let you choose how your Action List displays during your time on the system.
  • If you choose "Always use my default list", whenever you view your Action List, it will use the defaults set on this page. You will still be able to use the Advanced Options too.
  • If you choose "Always use my previous list", your Action List will display however you last left it. When you use any Advanced Options, they will be automatically moved into the top section of the page, and will stay there for the next time you use the page (until you choose not to use them - i.e. set them back to "all" or the equivalent - when they will go back to the lower section again)
  • If you choose "Use my default each time I log in, then use my previous list", the system will reset the page to your default options each time you log in, but will preserve any Advanced Options used (as described above) until you log out.

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".

File:AL 4.png

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".

File:AL 5.png

The Detailed Search

There is an extended search, accessible from the Action list - the Detailed Actions and Referrals Search.

File:AL 6.png

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)