How to Set up an Action to only run other Actions
Open the Action Library
1: Click Admin from the Menu.
2: Select Action Library from the drop down list - the Action Library window will open.
Create a New Action
1: Select a Group to add the Action to.
2: Click New Action - the New Action window will open.
Fill in the General details
1: Click the General tab - the General window will open.
2: Add a description for the Action.
3: Select All Claim Type from the drop down list.
4: Schedule to the Client or the Claim depending on requirement.
5: Choose where the Action should display and tick the relevant tick boxes.
Add the Actions to Run
1: Click the Run Now tab - the Run Now window will open.
2: Click the New button - a New Entry will be created for editing.
3: Select the Actions from the drop down list.
Select which Users can see this Action
1: Click the Display Users tab - the Display Users window will open.
2: Select the users that should see the Action by ticking the relevant tick boxes.
Close the window
1: Click OK to Save the data and Close the window.
0 Comments
Add your comment