How to Create a New Action in the Action Library
Open the Action Library
1: Click Admin from the menu.
2: Select Action Library from the drop down list - the Action Library will open.
Add an Action
1: Click New Action from the Action Library - The New Action window will open.
Complete the Details
1: Click the General tab - the General window will open.
2: Enter a name for the action in the Description field.
3: If required, type some default text to show when the Action is run.
4: Assign which claim type this Action is associated with. To add more claim types, see here for instruction.
5: Set the time delay to appear in the To Do List. 1 day means tomorrow, 7 days next week, etc.
6: If the claim details should be updated when this Action is run, click the Update Claim Details checkbox - the Claim Details section will activate.
Update Claim Details - Only if Required
1: As above, Update Claim Details checkbox will active the fields.
2: If required, select a Set Status for the claim fom the drop down list - to create a new status, click here for instruction.
3: If required, select a Set Sales Location for the claim from the drop down list - to create a new sales location, click here for instruction.
4: If required, tick the Final Response Date Delay checkbox to activate and key in the Delay Days for the Action Library.
5: If required, tick the checkboxes to change the statuses indicated.
Complete the Rest of the Details
1: Select Client or Claim from the drop down list - If client is selected, the To Do List Action will be assigned to the Client.
2: Select an option from the Run Now Enabled drop down list - Always will override and permissions set to the User and Never will always leave the button deactivated. Click here to see how to change User Permissions.
3: Select an option from the Schedule Enabled drop down list - Always will override and permissions set to the User and Never will always leave the button deactivated. Click here to see how to change User Permissions.
4: Select Required Options:
---- In Case Action Library will show this Action inside an individual client's window as well as the main action library.
---- In To Do Filter the action will be included in the filter-by-action drop down menu of the main To Do screen.
---- In History Filter the action will be included in the filter-by-action drop down menu of the main History screen.
---- In Attachment Filter the action will be included in a Client's attachment drop down menu within his History window when scanning.
Store the Action
1: Choose where you want the action to be stored.
2: Click OK to save the changes and close the window.
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