1: Click Admin from the Menu.

2: Select Action Library from the drop down list - the Action Library will open.

1: Click New Action from the Action Library - The New Action window will open.

1: Click the General tab - the General window will open.

2: Give the Action a name.

3: If required, type some default text to show when the Action is run.

4: Set the time delay to appear in the ToDo list. 1 day means tomorrow, 7 days next week, etc.

5: If the Claim Details should be updated when this Action is run, click the Update Claim Details check box - the Claim Details section will activate.

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.

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.

1: Choose where you want the Action to be Stored.

2: Click OK to Save the changes and close the window.