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: Select Debt as the Action type.

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

1: Select Client or Debt 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.

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;
  - Save Action to History on Run will show this Action to the Client history window.
---- 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: Click the Display Users tab  - the Display Users window will open.

2: Tick the tick-boxes for the Users authorised to see the Action.

3: Click OK to save the Action and close the window.

Please note: This can also be set in the Users menu. Click here for instruction.

The Action is ready and can now also Run other Actions, Schedule other Actions and Print Documents.