User Manuals

How Can a User Assigned an Action Find it and Sign it out

Once an action has been assigned to a user he will need to find the action with the system in order to read it and sign it out. As mentioned in item 7. In the last chapter the action form has a [Send Notification] function, which allows for email notification to the assigned users. Users can also find the actions assigned to them using the “Personal Dashboard” found under the [My place] module. Here is how it works:

 

The “My place” Overview (Dashboard) 

  1. Click [“User Name” place] à [Overview]  

The section shows each individual user’s name in the module group name.

 

  1. On the Right hand side in the lower part of the overview the “Action” section can be found.

 

  1. The actions assigned are listed in 4 different groups as can be seen below, the number on the far right indicates the number of actions found within that group. By clicking any of these groups (click the text) a list of the actions within that group will appear below in the form. By clicking the main heading “Actions” all the actions will be listed.

 

  1. In the list section that appear, you will in the belonging menu find the [Action Done] button to start signing the action out. Users can also double click the actions directly in the grid to open them for details. The [Action Done] button can also be found in the action detail form.   
  2. In the same menu the [Send Notification] button can also be found and used to notify when action has been done etc.

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