System - Admin - Adding Action Types

Action Types are associated with Questionnaires created in Site Questions for the data collection process.

Adding Action Types

1. Navigate to System > Admin.
2. Click Add [1].
   
3. Enter Name and Description [2], Give the action a name that clearly identifies what it’s for and outline why this action is required and anything important that must be done to complete the action
4. Enter Days to Finish [3], All actions must have a set amount of days the action must be completed.
5. Select a Questionnaire [4] from the Drop-down menu to select active questionnaires in Cases.

6. Enter Report to Details [5], Add the details for the person the action must be reported to:

   • Name: Identify who is responsible for doing the action
   • Email: Add their email address
   • Phone: Add their main contact number i.e. office phone number
   • Mobile: Add their mobile number
7. Click Save [6].