All "How To"

See how to use: Actions

You can view how this module works below. Simply click the links on the left to view the 'How To' information.

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Managing Actions

Available for user levels:

  • Account Adminstrator
  • Manager
  • Standard User

You can manage Actions directly from the list view or you can view the Action details by clicking the 'view' button.

Here you can:

  • add documents
  • edit the action and assign a reason for the change
  • complete the action

See Also:

  • Creating an action

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