Action Options Menu

This section allows the administrators to set general information that will be displayed on the action edit screen.

You can select the Auto Generate Action Number using either the Project or Sub Project name. This is a good way of identifying Actions between projects.

To use the Auto Generate Action Number you will need to add a Short Name to either your Parent or Sub project or both.

The following scenarios will help illustarte how this functionality works.

Scenario 1:
We have a Project with Short Name set to PSN.
We have a Sub Project with Short Name set to SPSN.
We have set the Auto Generate Action Number to use BOTH the Project AND the Sub Project short names.

When creating a new Action the Action number will be created by using BOTH the project AND the sub project short names like so: "PSN - SPSN - XXX" where XXX is the next sequential number in line.

Scenario 2:
We have a Project with Short Name set to PSN.
We have a Sub Project with Short Name set to SPSN.
We have set the Auto Generate Action Number to use ONLY the Project short name.

When creating a new Action the Action number will be created by using ONLY the project short name like so: "PSN - XXX" where XXX is the next sequential number in line.

Scenario 3:
We have a Project with Short Name set to PSN.
We have a Sub Project with Short Name set to SPSN.
We have set the Auto Generate Action Number to use ONLY the Sub Project short name.

When creating a new Action the Action number will be created by using ONLY the sub project short name like so: "SPSN - XXX" where XXX is the next sequential number in line.

Scenario 4:
We have a Project with Short Name NOT SET.
We have a Sub Project with Short Name NOT SET.
We have set the Auto Generate Action Number to use BOTH the Project AND the Sub Project short names.

When creating a new Action the Action number will be created by using ONLY the next sequential number (without project short names) like so: "XXX" where XXX is the next sequential number in line.

You can set a default Strategic Review Due In Day if your company has a specific time line for processing an action.

General Tab
Configure Action Edit Screen Size Menu