|
|
Create an action |
|
|
Actions can be created for diagrams. For information on actions please refer to the Action Management section.
1.In the Action Registry window (Actions>Action Registry), click New 2.Click Select to select the map and diagram to create an action for. 3.Choose the scope of diagrams to create the action for, and then click Next. Current Diagram creates an action for the current diagram only. Current Diagram and Lower Levels creates an action for the current diagram and all lower-level diagrams. Diagram Scope List File creates an action for all diagrams in a diagram scope list file. 4.In the Properties step, define the properties of the action, and then click Next. 5.In the Assignees step, click Add to add users to undertake the action, and then click Next. Require only 1 assignee to complete action will require only one of the assigned users to complete the action before it can be closed. Note: When you're assigning users, you can assign the owner, author and primary contact by clicking Dynamic. 6.In the Editors step, click Add to add users that can edit the action, and then click Next. Note: When you're assigning users, you can assign the owner, author and primary contact by clicking Dynamic. 7.In the Viewers step, click Add to add users that can view the action, and then click Next. Note: When you're assigning users, you can assign the owner, author and primary contact by clicking Dynamic. 8.In the Description step, add any information about the action, such as the reason for requiring the action, and then click Next. 9.In the Owner Category Data step, provide additional information based on the fields available (note that this step may not be available). 10.In the Additional Data window, provide additional information based on the fields available (note that this step may not be available). 11.In the Attachments window, add any attachments for additional support. Attachments can be file links, application links, email links, SAP transaction links, document links, storyboard links and URL links. Click New Reminders and Escalation Email and SMS notifications can be sent to users to remind them about an upcoming or overdue action. An escalation date can also be set which will send an email notification to users' line managers if they fail to action a particular To-do item. Default notification and escalation options are defined in the system options. If you have the privileges to do so, you can modify these settings for individual actions requests before submitting them.
12.In the Reminders and Escalation step, set the relevant reminder and escalation options. Enable email reminders will send reminder emails to users until they have completed the action. Enable SMS reminders will send reminder SMS messages to assigned reviewers until they have completed the action. Reminders to be sent every is the frequency of days in which email and SMS reminders are sent. Start sending reminders x days before item is overdue is the number of days to start sending email and SMS reminders prior to the due date (set this option to '0' if you only want to remind users after the due date has passed). Enable escalation of overdue items will escalate an overdue request by notifying users' line managers by email. Escalate after x days of being overdue is the number of days after the due date has passed before notifying users' line managers. 13.Click Finish.
|
and choose 
to add an attachment. To modify the access rights for a particular action, select the attachment and click 
.