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Actions Report
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Summary of all task, comments, reviews

 

Displays:

  • Date the actions is/was due to be completed
  • Section/system Name - Click on any blue hyperlink to open the section. (Right-click or press centre mouse button to open in new tab).
  • Workflow step
  • Subject of the action 
  • User name - actionee
  • Company  - User company name
  • Document Name
  • Date of when the original task was set on the User

 

Filter enables information in any column to be searched.

 

Radio buttons enable Tasks or Reviews to be filtered.

 

Column controls enable information to be sorted, hidden and filtered.

 

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