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Home ยป Action Tracker User Manual

Action Tracker User Manual

ATMS User Manual

Introduction

The Main Actions Screen

  • Toolbar & Sidebar

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
  • Organisation Tab
  • Project Visibility Tab
    • Selecting an Organisation Element
  • Offline Data Tab
  • Add a New Control Group

Actions Screen In Detail

  • Action Controls
  • Generating Sub Actions
  • Audit and Action Notes

Action Workflows

Reports

  • Reporting
  • 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

ATMS API and Power BI

  • ATMS API and Power BI

Note - We also have a Quick-Start guide - click here to access

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