Clear Personal Actions

All "Workflow Manager" members may be provided with a number of actions to be completed within a workspace.  The number of actions per user are listed in the Workspace Home Page.  These actions may be cleared using a variety of methods.

 

    

 

 Documents:

 Click on the number of Overdue Actions hyperlink as displayed on Workspace Homepage, to view document actions which are overdue for selected folder including sub-folders on document listing page.

 Click on the number of  Incomplete Actions hyperlink to view documents with incomplete actions for selected folder including sub-folders.

 Click on the number of Unread Comments hyperlink to view Comment Register with unread comments  for selected folder including sub-folder

 

Forms:

 Click on the number of  Overdue Actions hyperlink as displayed on Workspace Homepage  to view forms with incomplete actions which are overdue for selected Form Type

 Click on the number of  Incomplete Actions hyperlink to view forms with incomplete actions for selected Form Type.

 

Useful Links:

Delegate Actions on Documents

Delegate Actions on Forms

Clear Action on Documents

Clear Unread Comments

Clear Comments as Read

Clear Incomplete Actions and Unread Comments

Complete Action 'For Acknowledgement'

Complete Action 'For Comment'

Complete Action 'For Comment Coordination'

Complete Action 'For Distribution'

Complete Action 'For Information'

Complete Action 'For Publishing'

Complete Action 'For Status Change'

Complete Form Action - Respond

Complete Form Action - Distribute

Complete Form Action - Assign Status

Complete Form Action - For Information