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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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. |