Add A New Action

The lifecycle of action creation, assignment, review and closure starts from the ATMS™ Main Action Screen. Let’s create a new action and explore ATMS™ further.

Selecting a project and clicking OK will show the action edit screen - like the one shown below. The information displayed in the various tabs describes the action.

The first tab is the Basics tab. More information is on other tabs. Remember that ATMS™ is highly configurable, so your Edit Action screen and Tabs may look different. The core functionality remains the same however. Each action will have a set of key roles and they will be displayed when a project is selected. The names of these roles can be changed to suit your own business. It’s also possible to have fewer approval stages - this is set up at the project definition stage.

It’s also worth mentioning that although the default roles for the project are populated, you also have the option of assigning other people to these positions. The pull-down list for each approval stage will be populated with Individuals who work for a company which either owns or has access to the project. A user can also assign individuals from other companies to projects.

This functionality is useful as it allows a high degree of control over workflow - it also allows delegated authority to be exercised if key individuals are absent for any reason.

Fields marked with “Required” are mandatory and if a user tries to save the action without filling the mandatory fields then ATMS™ will generate an error message as shown.

A Save as Draft button has been added to the action create screen. This button allows actions to be saved while they are still being worked on, so that the creator can come back to them at a later point in time.

Saving an action as Draft prevents it from being set in motion, and only the creator can access it. Once they become Live they will be visible to all members of a project/team.

Selecting the priority of the action is another useful mechanism is filtering and quickly viewing actions are that high in priority over ones that may be not. Actions are colour coded when displayed on the main actions screen (Red-High, Yellow-Medium and Green-Low) - but of course the colours and labels for this coding method can be changed in the administration controls section (Priority control).

Selecting “Print” produces a summary report of the action to be produced as a PDF file - you can use this facility as a handy means of producing quick action summaries for distribution ‘on the fly’.

Another great feature of the Print functionality is that the Project Action Number hyperlinks are included in action print/exports making it easy to navigate to the Action itself just by clicking on the hyperlink.

The default file names for actions that are printed to .pdf file consists of the action number and the current date.

“Print Tab” allows any single tab to be printed.

You can attach multiple files to an Action using the Attachments Tab. The files can be documents, pictures or even emails.

All action and project attachments are date-time stamped automatically on upload.

Action Controls
Generating Linked Actions