Using Action Items

The Action Items function allows management of tasks which occur in relation to property, skills, training and events.

For example, employees may be notified by email of an upcoming training course, or a reminder may be set regarding some replacement property.

Three types of Actions Items available:

• Tasks
• Phone message
• Email
  
  

Action Items comprise:

• Sending emails to internal and external contacts
• Setting tasks and reminders for the current user
• Assigning tasks to other users
• Making notes of phone messages to/from an internal/external contact
• Setting up action templates to be reused as required for tasks/emails that will re-occur.
• For example, a form email for replacement of property items may be set up, which at the time of sending will pick up the details which have been set for that particular property item.

Any action templates created are available for tasks, phone and emails.

Note that Action Templates are created within Ready Pay- see Using Action Templates.

Design and Preview

Content for Action Items is added and edited on the Design tab.

To see how the Action Item will appear when it is opened via the Dashboard window, click the Preview tab.

Note: URL addresses can be included in News Items, Notices, Policies, and any other Documents area.
Currently these URL addresses are limited to maximum of 200 characters.
A URL that is longer than this, will be truncated when the item is saved, and therefore not work correctly when used.
Use a URL shortening service such as 'tinyurl' to circumvent this issue.