Introduction
The Service Actions page allows you to search, view, add, edit and delete Service Actions. Service actions are displayed in the Anticipated Actions widget of Tasks screens
Elements on the Service Actions page
Element |
Description |
Category |
Predefined category list |
Action Type |
The action to be preformed |
Prompt |
Inline prompt for action |
Data Type |
The data associated to the action, Normal or Yes/No |
Note Type |
The data type associated to the note, Integer, Text, Decimal |
Note Required |
Indicates that the Note is a required field when the action is being completed |
Common |
Common Action, available to all users. |
Order |
Display Order |
Service Action Categories can be edited in the Admin-Service Categories tab
See Also: