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Action Tracking
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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| How To: | |
|---|---|
| 1. Creating Action Groups | |
| 2. Managing Action Groups | |
| 3. Adding an Action | |
| 4. Actions Dashboard | |
Managing Action Groups
Available for user levels:
- Account Adminstrator
To manage Action Groups:
- Select Manage Action Groups from the Action Groups sub-menu
- Here you can Edit and Delete Groups, or if the Group is Private you add access to User Groups
At the top of the page you will see the drop-down menu; ‘Action Groups’. This is how you can group your actions for different teams within your business. E.g. Senior Management, Maintenance, Audit Team etc.
Another advantage to an Action Group, is for each action group created, you will get your own dashboard for that group meaning you can easily view and collate the information per group.
If needed, users can be part of more than one action group.
You can also make your group private by ticking the ‘Make Private’ tick box when setting up your Action Group. Once created you will see the blue ‘people’ icon which means the group is now private.
If you click this, you will be prompted to add group access. You can now assign a system ‘User Group’ allowing access. You can manage these groups by going to:
Your Name> Manage Users > Options > User Groups.
