Action Types are associated with Questionnaires created in Site Questions for the data collection process.
Click the Add button [1] to open the Add Action Type window.
When creating or editing an Action type fill in the the following fields:
- Name & Description: 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
- Days to finish: All actions must have a set amount of days the action must be completed by
- Questionnaire: Drop-down menu to select from active questionnaires in Cases
-
Report to: 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
- Save: Click to add the Action Type to the list.