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Action Management - Quick Guide

Action Management Module:

Action management is designed to help you close out open or risky items. Here are the key element on the front page.

Front page layout (Top):

Front page (body):

View Action page:

Settings menu:

Set Supervisors:

Each project or division created should have a supervisor appointed. When you create a project/division, add the supervisor in for the specific project. This can be done under Settings > Project/Divisions. This information is required for the Action Management module, where the actions will be allocated to that person.