Actions by Owner - Everest Help

Actions by Owner

Open Action Requests can be viewed and edited by clicking on the Actions By Owner button located on the View menu. Actions owned by the logged in user will appear by default.

OPTIONS:

A) Use the Select By box to display the list of Actions by:

Action Owner Name (default)

Owner Department

Owner Location

Supplier*

Distributor*

All

A User Group access privilege may limit this view for certain users. Assigned Actions Only will disable all the options in the Select By box, only displaying those Actions assigned to the current user.

*Supplier and Distributor will only be present when enabled on the Reference Tab, Configuration | Data Names. When a Supplier or Distributor is associated with a Concern on the Reference tab, Actions can be assigned to the selected Contact and tracked in Actions By Owner.

B) Use the Select Actions box to display the list of Actions by:

Need Your Reply
List of Open Actions assigned to you
Waiting on Reply
List of Open Actions you have requested that do not have a Response Complete (checkbox)
Have Reply, Not Closed
List of Open Actions you have requested appear here after the Action Owner has completed the task and checked the Response Complete (checkbox)
No longer listed here after the Action Closed (checkbox)
Waiting on Verification
List of Actions with the Verification assigned to you
Closed Actions
List of Closed Actions assigned to you

Highlight the desired Action Request, then click the View Action button. A user may access the Concern record associated with the highlighted Action by clicking the View Concern button.

C) Lookup by a specific Action Id:

Enter a specific Action Id number in the Action Id text box

Click the View Action button