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
| When selecting “Yes” to “Distribute to locations”, and the task status is “Approved”. This will automatically add the task to the location's Task Management List screen |
for included locations.
Otherwise, if "No" to "Distribute to locations" is selected the tasks |
have 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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