Action Maintenance

Use Action Maintenance to maintain information about an action on the Action Console.  An action is a tickler item that you can track.  Actions include to-do items, phone messages, meetings, and application-specific events such as account callbacks.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Action Maintenance, click More.

   

  1.  Open the Action Console.

  2.  To create a new action, click Add Action  in the Application Action Panel or the User Action Panel.
  
  Or, to edit an existing action:

  a.  Click to highlight the action you want to maintain in the Application Action Panel or the User Action Panel.

  b.  Click Edit Action .

   

  Action Maintenance Window Example:

  

   

• Creating a new Action, click More.

   

  To create a new action click Add Action  in the Application Action Panel or the User Action Panel of the Action Console.  Action Maintenance then opens.

  Tip:  To indicate that you are creating a new action, New  displays near the Action Status.  Default entries display and the first field is highlighted to let you know you can begin entering information.

   

  Action Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Action ID	Displays the key identifier for the action.  (up to 10 characters) Tip:  Action Maintenance automatically assigns the Action ID.
  Action Submitted By	Displays the User ID of the person creating or maintaining the action.  (unlimited characters)
  Date	Enter the Action Date.  (mmddccyy - slashes and century optional) Tips: When adding an action, the date defaults to today's date. When you click in the Date field, a calendar pops up.  You can navigate through the calendar by clicking the arrows.  Then click the date that you want. Example:
  Priority	To assign a priority to the action, click one of the options in the drop-down list.  (predefined)
  Time	Enter the Action Time.  (hh:mm) Tip:  You can enter time in the 24-hour format (13:30), or you can enter the time followed by AM or PM (1:30 PM).
  Status	To assign a status to the action, click one of the options in the drop-down list.  (predefined)
  User	Enter the Action User ID for the person assigned to the action.  (unlimited characters) Tip:  The value defaults to the User ID that you entered at Log On.
  Action Type	To assign an Action Type, click one of the options in the drop-down list.  (predefined) Tips: The options can vary among different applications. For some Application Actions, you can enter more information about the Action Type by clicking the Fast Maintenance icon.  The Fast Maintenance icon is inactive for User Actions.
  Description	Enter the text for an abbreviated description that you want to appear in the Action Console and on the Action Reports.  (unlimited characters)
  Message Type	Enter an optional message type for categorizing the action.  (unlimited characters) Tip:  This field is for informational purposes only.
  Message	Enter the text that fully explains the action.  (unlimited characters)
  	To update the new or changed information, click OK or press [ENTER]. Keyboard shortcut:  [ALT + k]
  	CAUTION: To avoid losing data, you must save new or changed records by clicking OK.
  	To close the window without saving the changes, click [CANCEL]. Keyboard shortcut:  [ALT + c]

   

• Editing an existing Action, click More.

   

   CAUTION:  To avoid losing data, you must save new or changed records by clicking OK.

  1.  To display the action to be changed:

  a.  Open the Action Console.

  b.  Double-click the action item that you want to maintain in the Application Action Panel or the User Action Panel.
  Or,  Click to highlight the action, and then click Edit Action , which opens Action Maintenance.
   

  2.  Enter the data changes.

  3.  To complete the edit process, click OK , or press [ENTER].
  Keyboard shortcut:  [ALT + k]

   

• Deleting an existing Action, click More.

   

  Note: You can not delete an action; however you can change the Action Status to "Closed".