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 |
| When selecting “Yes” to “Distribute to locations”, and the task status is “Approved”. This will automatically add the task to the Task Management screen for included locations. Otherwise, the tasks have to be manually added to the Task Management from “Add from Library” tab in the Task Management |
| Assign Locations |
| Manual will display to selected locations. Automatic will display to all scoped locations. |
| Location Override |
| When “Location Override” is selected as “NO” and the task status is “Approved” the tasks are added to the corresponding locations directly . |
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