Creating and Managing Draft Actions
Assure allows you to create draft Freestanding, Module and IQ actions which allows time for Actions to be agreed before publishing to a user to complete.
The ability to create and publish draft Actions for yourself and to see and manage those created by others can be enabled in role permissions for a user.
When set to Allow for creating and publishing draft Actions for myself, a User when creating an Action will have the option to “Save as Draft” in the Action menu.
This will save the Action with a draft status.
Within Action Manager you can filter by “Draft Actions”.
Draft Actions you create will show in your “My Tasks” area until published or reassigned to another User.
Now your draft Action(s) are created they can be published by yourself and/or User(s) with permission to Edit and Manage draft Actions of others. On publishing, Users Assigned to complete the Actions will be Notified by system emails.
The Action status once published will be based on the complete percent of the Action. For example, if your draft Action was set to 25% complete, on publishing the Action the new Action status would be “In Progress”.
You can publish draft Actions individually or by Module Record by:
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Editing an individual Action and selecting “Save and Publish” in the drop up menu
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Selecting “Publish” from the more menu of an individual Action in the module Record, Action Manager or My Tasks
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Selecting “Publish Draft Actions” from within the Actions section of a Module Record. This option will publish all draft Record and IQ actions assigned to the record.