Actions Tab
The Actions Tab displays the list of Actions that have been issued by the Concern Owner for a Concern. Double-click on an Action in the list to view it or click to select an Action and click the View button. To generate a new Action, click the New Action button and click to select an Action Type in the pop-up window. Standard Actions may be generated automatically based on the Concern Category originally selected on the Concern Tab.
Actions are used to document the steps necessary to achieve a Concern resolution. Examples include:
Action Types are defined in Setup | Actions. Standard Actions are generated automatically based on a selected Concern Category. Define Standard Actions in Setup | Classifications | Actions.
See also