Action

From RPM Wiki

Table of contents
1 Summary
2 Security

2.1 Staff users
2.2 Agency managers
2.3 Agency reps

3 Adding an action
[edit]

Summary

An action is something that was done or has to be done regarding a form in a process. An action can represent a task, activity, a "to do", an appointment, etc. Each action has a description, an owner, a date, and a status (open or done). Any form participant may add an action.

For each form there are five ways to view the actions for that form:

  • All. All actions for this form
  • Mine. All actions for this form that you are the owner of
  • Due. All actions for this form that have a date of today or earlier and have a status of "open". (any owner)
  • Pending. All actions for this form that have a date of tomorrow or later and have a status of "open" (any owner)
  • Done. All actions for this form that have a status of "done" (any owner)

Any participant in the form can be the owner of an action in that form. If they are removed as a participant, actions they owned that are done save their name as owner and open actions they owned are given to the user who removed them. If a user is deleted, any actions they owned go to the user who deleted them (that user being added as a participant if needed)

[edit]

Security

[edit]

Staff users

  • A staff participant may add an action with any other participant as the owner
  • They may edit or delete any action.
[edit]

Agency managers

  • Actions may be hidden from agent users by a staff participant.
  • An agency manager participant may add an action with any participant who belongs to their agency as the owner.
  • There is an option in the template permissions to allow agent users to add actions that have a staff participant as the owner.
  • They may edit any action that is owned by a participant who belongs to their agency.
[edit]

Agency reps

  • Actions may be hidden from agent users by a staff participant.
  • An agency rep participant may add an action with themselves as the owner.
  • There is an option in the template permissions to allow agent users to add actions that have a staff participant as the owner.
  • They may edit any action that they are the owner of.
[edit]

Adding an action

While working on a form click "Add" in the toolbar in the "Actions" box.

Retrieved from "http://rpmsoftware.com/wiki/index.php/Action"
  • This page was last modified 19:23, 30 Mar 2007.
  • This page has been accessed 1870 times.