Administration
This part of the product is concerned with the set up and maintenance of data that is used elsewhere in the system. All other parts have common data — they ...
Tue, 7 Dec, 2021 at 9:46 AM
Administration Processing
Certain aspects of processing administration data are standard and are described next. More: Selecting Administration Data Processing Administration Fo...
Mon, 15 Mar, 2021 at 4:07 PM
Action Types
NOTE: Your ability to view and maintain action types depends on login permissions settings.   Action types are used to record and...
Mon, 15 Mar, 2021 at 4:05 PM
Action Type General tab
  Code identifies the type. You will enter a unique code when adding a type but then cannot change it. Name provides further information about...
Mon, 15 Mar, 2021 at 4:05 PM
Action Type Resources tab
Each action may be assigned to a particular resource that is responsible for it. In this case, you may restrict the action type to particular resources an...
Fri, 26 Mar, 2021 at 7:08 PM
Action Type Custom Fields tab
This form can list all the custom fields  that are defined for this action type. These fields are grouped under Section headings and so may identify valu...
Thu, 20 May, 2021 at 1:24 PM
Action Type Options tab
In addition to the custom fields that you specify, a fixed range of tabbed forms and input fields is displayed when you process an action. Some of these ...
Mon, 15 Mar, 2021 at 4:05 PM
Action Type Grid Fields tab
  Fields that you select here are displayed as columns of search results for the action view that has this default action type set. Those action views with...
Mon, 15 Mar, 2021 at 4:05 PM
Action Type Sub Action Types tab
This tab is only available if the action type is set as a Master Action Type at the General tab. If so, the action types that are linked to it are listed...
Mon, 15 Mar, 2021 at 4:05 PM
Action Types - Adding and Maintaining
Input is over several tabbed forms. Select one by clicking its tab. More: Action Type General tab Action Type Resources tab Action Type Custom Fields ...
Thu, 20 May, 2021 at 1:14 PM