Corporate Administrators will have the ability to configure the Action Item Library. The Action Item Library is used to:
- create tasks that can be copied down from to a location(s) Task Management list.
- push down tasks to a location(s) Task Management list or Calendar.
Step-by-step Instructions:
Creating a task in the Action Item Library
- Click on the Setup Icon.
- Click on the Module Setup menu Item.
- Click on the Task Management menu Item.
- Click on the Action Item Library menu item.
- Click on the Add button.
- Complete all the fields.
- Click on the Save button.
Action Item Library Field Descriptions
| Field Name | Options | Description |
|---|---|---|
| Assigned To | Role
Group
| Allows administrator to select the Primary Owners Role. Allows administrators to select the Primary Groups. |
| Distribute to Locations |
| Selecting “Yes” automatically adds the task to the Task Management screen for included locations. |
| Assign Locations |
| Manual will display to selected locations. Automatic will display to all scoped locations. |
| Location Override |
|
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