Dashboard Actions

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. 

• MY ACTIONS – Actions assigned to you
  • Orange notification indicates INCOMPLETE actions
  • Red notification indicates NEW actions
• MY REQUESTED – Actions you assigned to other users
• OTHER'S ACTIONS – All other actions assigned to other users

Select the heading drop-down arrow to hide or show actions of that category.

Items in the Actions list include the following information:

• Coloured icon tile indicating Action Type
• Orange ‘[ ! ]’ tile indicating High Priority
• Red or green ‘clock’ tile indicating action overdue / not overdue
• Name of worker action relates to
• Action Content (view full description by selecting ...More)
• Name of user action is assigned to (or Unassigned)

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.

Filtering Actions

Actions can be filtered in the following ways:

• ASSIGNED TO USER - Contact responsible for completion of action
• REQUESTED BY USER - User who created action
• TYPE - Action Type
• HIGH PRIORITY (Yes / No)
• OVERDUE (Yes / No)
• SHOW ARCHIVED (Yes / No)

For further information on Action Types, please refer to Note Types.

Incident / Claim Dashboard Actions

Actions relating to individual Incidents / Claims can also be viewed in the Pending Actions summary of the Incident / Claim Dashboard.

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. 

Actions in the Incident / Claim Dashboard display the following information:

• ACTION TYPE
• Action Content
• Contact assigned
• Form requested (when appropriate)
• Date requested - User requested
• Coloured Status Flags

Some Pending Actions can be completed from the Dashboard by selecting the Mark Completed button as seen above.