When you login to ATMS the Main Action Screen is displayed. It looks something like this:
ATMS is completely configurable - we know that different businesses need to track different things relating to actions, so the screen you see will probably be different to this one.
You may not even call the items you’re tracking ‘actions’, but the core functionality doesn’t change, whatever screen layout you have.
Here’s the Main Action Screen again but with its different regions highlighted.
Current user displays the name of the currently logged in user – hopefully this is your name.
The Toolbar and Sidebar are covered in more depth in the ATMS User Manual.
For now, these are the two most important buttons:
Click here for the ATMS User Manual:
Clicking this will always return you to the Main Action Screen:
Hover your mouse over the Toolbar and Sidebar buttons without clicking to see a tooltip.
The Action list is the heart of the Main Action Screen. Although relatively small in the example above, it will fill up with rows and eventually pages of Actions. This is when Filters become really useful.
As the number of actions increases, you may find that you only want to see actions which are relevant to you.
Here’s the Filter section of the Main Action Screen:
Changing drop list selections and checkboxes changes which actions are displayed in the Action list.
If you’re involved in multiple projects, select a project that you’re interested in to view only those actions.
Require My Attention
Check ‘Require my attention’ to only see actions you need to process. This may mean you have to complete the action, or review an action that someone else has completed.
Actions Involving Me
Check ‘Actions Involving Me’ to see all the actions you’ve had any involvement with at any stage. You’ll see actions that do not necessarily require your attention.
You can also click on the column headings to sort the actions just like Microsoft Excel.
You can also use the free text ‘search’ field at the top of the screen to look for any text which appears anywhere in an action, perhaps an asset tag, or staff member – this is useful as the number of actions grows.
So far so good
Now you’ve logged in to ATMS and seen what it looks like, it’s time to actually use it.