ATMS User Manual

Introduction

• Purpose
• Overview
• Logging In

The Main Actions Screen

• Overview
• Toolbar & Sidebar
  • Importing Users
  • Importing Actions
  • User Created Sidebar Button

Administration

• Overview
• General Tab
  • Action Options Menu
  • Configure Action Edit Screen Size Menu
  • Configure Action List Screen Page Size Menu
  • Configure Default Email Reminder Menu
  • Advanced Administration Options
• Organisation Tab
  • Adding a New Company
  • Adding a New Department
  • Adding a New Team
• Projects Tab
  • Project Tabs
  • Adding a New Project
• Project Visibility Tab
  • Selecting a Project
  • Selecting an Organisation Element
• Tabs Tab
• Controls Tab
  • Add a New Control Group
  • Add a New Control Type
  • Project Controls
• Mail Tab
  • Edit a Mail Type
• Users Tab
  • Create a New User
  • Delete a User
• Audit Tab
• Matrix Tab
• Status Tab
• Translations
• Offline Data Tab

Actions Screen In Detail

• Actions Screen In Detail
  • Action Controls
  • Add A New Action
    • Generating Linked Actions
    • Generating Sub Actions
    • Audit and Action Notes
    • Recurrence
    • Reminders

Action Workflows

• Action Workflows
  • Strategic Review with Strategic Response
  • Strategic Review without Strategic Response
  • No Strategic Review or Strategic Response
  • Processing An Action

Reports

• Reporting
  • Report Filters
• Action Summary by Status Report
• Detailed Action Summary by Status Report
• Outstanding Actions Report
• Detailed Outstanding Actions Report
• Outstanding Actions By User Report
• Detailed Outstanding Actions By User Report
• Overdue Actions By Accountable Graph
• Overdue Actions By Owner Graph
• Overdue Actions By Priority Graph
• Overdue Actions By Priority Per Month Graph
• Closed Actions By Priority Per Month Graph
• Overdue Actions By Projects Graph
• Overdue Action Summary Report
• Project Actions Report
• Custom Reports

ATMS API and Power BI

• ATMS API and Power BI