Difference between revisions of "Action List"

Revision as of 15:40, 9 December 2014

The Action List displays:

• Actions done by users of the system
• Outstanding actions (i.e. actions that are yet to be done).

You can change the display to show:

• Actions by/assigned to any user of the system, your own actions, or everyone;
• 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.

These display options can be accessed 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.

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).

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)