Link a statement record with an action

 Top  Previous  Next

Actions can be linked to statement records (statements, statement links, statement audits and statement link audits). Recurring actions templates can also be created; these will generate an action at defined intervals and assign the action to the nominated assignees.

 

 

Create an action or action template for:

 

Statements

Statement Links

Statement Audits

Statement Link Audits

 

 

 

 

To create and link an action to a statement:

 

1.From the Tools menu choose Statement Sets.

2.Double-click the statement set to open it.

3.Right-click the statement and choose Properties.

4.Click the Actions tab, then click New Action.

5.Progress through the wizard to define the action (see below for details of the various steps).

Recurring Action Templates

To create a recurring action, i.e. an action that is automatically generated at regular intervals, click the Recurring Actions tab and click New Action. For information on editing and deleting recurring action templates click here.

 

To create and link an action to a statement link:

 

1.Right-click the activity statement link and choose Access/Modify.

2.Double-click the linked statement to open it.

3.Click the Actions tab, then click New Action.

4.Progress through the wizard to define the action (see below for details of the various steps).

Recurring Action Templates

To create a recurring action, i.e. an action that is automatically generated at regular intervals, click the Recurring Actions tab and click New Action. For information on editing and deleting recurring action templates click here.

 

To create and link an action to a statement audit record:

 

1.From the Tools menu choose Statement Sets.

2.Double-click the statement set to open it.

3.Right-click the statement and choose Audits.

4.Double-click the statement audit record.

5.Click the Actions tab, then click New Action.

6.Progress through the wizard to define the action (see below for details of the various steps).

Recurring Action Templates

To create a recurring action, i.e. an action that is automatically generated at regular intervals, click the Recurring Actions tab and click New Action. For information on editing and deleting recurring action templates click here.

 

To create and link an action to a statement link audit record:

 

Note: Statement link audit records can only be accessed in master diagrams.

 

1.Right-click the activity statement link and choose Access/Modify.

2.Select the statement link and from the Tools menu choose Audits.

3.Double-click the statement link audit record.

4.Click the Actions tab, then click New Action.

5.Progress through the wizard to define the action (see below for details of the various steps).

Recurring Action Templates

To create a recurring action, i.e. an action that is automatically generated at regular intervals, click the Recurring Actions tab and click New Action. For information on editing and deleting recurring action templates click here.

Hint: You can also access statement link audit records from reports that display statement audit links for a statement set, for example the Activity Statement Link Audits report. Right-click an activity statement link audit record and choose Open Audit Record.

Properties

Enter the details of the action, including subject, owner, due date and associated categories.

 

Recurrence

Enter the details of how frequently the action should recur. Note: This applies only if you are creating a recurring action.

 

Assignees

Add users and user groups to complete the action.

 

Only require 1 assignee to complete action will allow the action owner to close the action after only one of the assignees has completed it.

 

Editors

Add users that are able to modify the action (editors cannot complete the action unless they are an assignee).

 

Viewers

Add users that are able to view the action (by default all users can view the action through Action Registry).

 

Description

Add any information about the action, such as the reason for carrying out the action.

 

Attachments

Add any attachments to further support the action, if applicable. Attachments can be file links, application links, email links, SAP transaction links, document links, storyboard links and URL links. Click New to add an attachment. To modify the access rights for a particular action, select the attachment and click Set View Rights .

 

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.

 

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 escalations will escalate an overdue request by notifying users' line managers by email.

Escalate after is the number of days after the due date has passed before notifying users' line managers.

 

Related Topics:

 

 

Creating and managing recurring actions