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