Wiki source code of Dashboard Actions

Last modified by MasterApps Support on 2022/04/29 01:15
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1 The **Injury Master** Dashboard **Actions** summary shows a list of pending actions that are due for completion. Pending actions come under one of 3 categories, with a bracketed number indicating total pending actions. 
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3 *. MY ACTIONS – Actions assigned to you
4 **. **Orange** notification indicates INCOMPLETE actions
5 **. **Red** notification indicates NEW actions
6 *. **MY REQUESTED **– Actions you assigned to other users
7 *. OTHER'S ACTIONS – All other actions assigned to other users
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9 Select the heading drop-down arrow to hide or show actions of that category.
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11 [[image:Attachments.WebHome@mceclip0.ac484.png||style="max-width:275px" alt="mceclip0.png"]]
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13 Items in the Actions list include the following information:
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15 *. Coloured icon tile indicating Action Type
16 *. Orange ‘[ ! ]’ tile indicating High Priority
17 *. Red or green ‘clock’ tile indicating action overdue / not overdue
18 *. Name of worker action relates to
19 *. Action Content (view full description by selecting ...More)
20 *. Name of user action is assigned to (or //Unassigned//)
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22 Actions can be completed from the Dashboard by selecting **Mark Completed** from the gear drop-down. Full list of pending actions can be viewed by selecting Show All.
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24 [[image:Attachments.WebHome@mceclip15.f8e9d.png||style="max-width:167px" alt="mceclip15.png"]][[image:Attachments.WebHome@mceclip1.72b07.png||style="max-width:130px" alt="mceclip1.png"]]
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26  
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28 ==== **Filtering Actions** {{id name="filtering-actions" /}}====
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30 [[image:Attachments.WebHome@mceclip2.38b4c.png||style="max-width:137px" alt="mceclip2.png"]]
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32 Actions can be filtered in the following ways:
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34 *. **ASSIGNED TO USER** - Contact responsible for completion of action
35 *. **REQUESTED BY USER **- User who created action
36 *. **TYPE** - Action Type
37 *. **HIGH PRIORITY **(Yes / No)
38 *. **OVERDUE **(Yes / No)
39 *. **SHOW ARCHIVED **(Yes / No)
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41 For further information on Action Types, please refer to [[Note Types>>doc:Injury Master.Notes - Actions.Note Types.WebHome]].
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43 ====   {{id name="section" /}}====
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45 ==== **Incident / Claim Dashboard Actions** {{id name="incident-claim-dashboard-actions" /}}====
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47 Actions relating to individual Incidents / Claims can also be viewed in the **Pending Actions** summary of the Incident / Claim Dashboard.
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49 [[image:Attachments.WebHome@mceclip0.f2525.png||style="max-width:171px" alt="mceclip0.png"]]
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51 The **Pending Actions **summary provides a Quick Add button. Selecting this will display the Action Types, from which you can easily add a new action. 
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53 Actions in the Incident / Claim Dashboard display the following information:
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55 *. **ACTION TYPE**
56 *. Action Content
57 *. Contact assigned
58 *. Form requested (when appropriate)
59 *. Date requested - User requested
60 *. **Coloured Status Flags**
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62 Some **Pending Actions** can be completed from the Dashboard by selecting the Mark Completed button as seen above.

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