Corporate Administrators will have the ability to configure the Action Item Library. The Action Item Library is used to:
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- Click on the Setup Icon.
- Click on the Module Setup menu Item.
- Click on the Task Management menu Item.
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- Click on the Action Item Library menu item.
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- Click on the Add button.
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- Complete all the fields.
- Click on the Save button.
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| Info |
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| title | Action Item Library Field Descriptions |
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| Field Name | Options | Description |
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| Assigned To | Role  Image Modified
Group  Image Modified
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Allows administrator to select the Primary Owners Role.
Allows administrators to select the Primary Groups. | Distribute to Locations (Distribute to |
Locationsthe location's Task List or Library) |  Image Modified
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Selecting automatically adds to “Distribute to locations”, and the task status is “Approved”. This will automatically add the task to the location's Task Management |
screen for included locations.List screen.
Otherwise, if "No" to "Distribute to locations" is selected the tasks has to be manually added to the Task Management List screen from “Add from Library” tab in the Task Management
| | Assign Locations |  Image Modified
| Manual will display to selected locations. Automatic will display to all scoped locations. | | Location Override |  Image Modified
| When “Location Override” is selected as “NO” and the task status is “Approved” the tasks are added to the corresponding locations directly .
>Within the “Task Management” module the task shows "Enabled” status
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Related articles
| Filter by label (Content by label) |
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| showLabels | false |
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| max | 5 |
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| spaces | KB |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label in ( "actionitems" , "tasklibrary" ) and type = "page" and space = "KB" |
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| labels | ActionItems TaskLibrary |
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