There is a lot you can do with Actionstep and it all starts with your Actions so lets explore the different option on the Action screen.
Up the top of every Action is basic information about the Action and the menu options to allow you to do what you would like in regard to the action. We have broken this down into parts to help explain each part better.
Action's Summary Details
This displays the basic information about the action giving you a quick reference to the basic information about the Action. By clicking on the Actions name you can get more information at a glance about the Action.
Click here for an explanation of the information that is displayed here: Action's Summary Details
Primary Participant Summary
For each Action Type you can choose a particular type of contact who will be the Primary Participant Type. This means that their details will be displayed in the top right of the Action. This gives basic contact details and a picture (if you have one) of the contact. Some users will make the customer the the Primary Participant Type so that staff can quickly see the customers contact details. Other Actionstep users will make the staff member in charge of the Action the Primary Participant so that you can see at a glance who to contact regarding this matter.
If there is more than one contact loaded as this participant type then you will see a number and and drop down arrow appear in the top left of the Contact summary box. The number indicates how many contacts are loaded as this participant type. If you click on the drop down arrow you can see the contact summary boxes for the other contacts.
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Workflow Ribbon
Possibly the most powerful feature of Actionstep is the ability to create your own workflow. A workflow determines how you do your work. The key part of this is breaking down the work into separate steps. The Workflow Ribbon helps you keep track of what step you are on, where you have come from and where you are going.
Click here for more details on what the Workflow Ribbon shows and how to use it: Workflow Ribbon
Action Menu Icons
There is a lot you can do in relation to an Action and each of these Icons represents a menu that will help you do it, each menu option will take you to a different screen. If you ever need to know what menu the screen you are currently looking at is under then look for the icon colours grey. All other icons will appear green.
Some users access can be configured so that they do not have access to some of these Action Menu Icons. If you do not see one of the options explained below talk to your organisations Actionstep Administrator.
If you hover over the icon then a menu will appear (if one is available). You can click on one of the Action Menu Icon and it will automatically open the top option on the menu for that icon.
Data Collections
This is where information specific to this Action Type is stored. This will be configured by your Actionstep Administrator and typically each Data Collection is concerning a specific set of information.
The Data collection will be coloured grey if there is no data in the data collections and green if the information has been populated.If there are move data collections that will fit in the space provided any extra will appear under a More menu option to the right. Click on More to see the remaining Data Collections.
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