Reporting

Under the REPORTING you can view and create reports. There are 2 sections: View an overall summary Export data On the left of the reporting tab you can VIEW statistics for the Actions Register. You must select a date range. You can select a user, although you can leave this blank to see the data for the …

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User Management

Users can be added and removed from your Team. The Users are the list of people you will be assigning Actions to. Depending on your plan you may be limited ot how many users you can add. This is displayed above the User Management Table. This can be found in the “Settings” Tab *Access to …

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Email Notifications and Reminders

The Account Admin is able to set reminders for team members and their actions to be completed. Email reminders can either be turned on or off If enabled, you can set the frequency of the reminders to be either daily or weekly NOTE: A reminder will only be sent to a team member if they have open actions. …

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Managing Actions

Probably the most important part of any Actions Register, is keeping the Actions up to date and monitoring their completion! This section of the guide will cover: Closing Actions Viewing Notes Changing an Action Due Date Re-assigning Actions Filtering Actions Closing Actions Closing an Action is as simple as clicking the “Complete” button to the …

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Adding New Actions

There are 2 ways to add new actions. In the main dashboard click the button “Add New Action”. A form will open allowing you to enter all the details for the action. All fields are compulsory except the Notes section.(the “Type” is how you wish to categorize the actions. You can set these categories in …

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