While viewing an Action
record, you are presented with several utility and workflow links. The
links available depend on these factors:
- Status of
Action
- Your department
membership. See Department Related
Security Notes for details on how the current department can affect
workflow related buttons and links.
- Your permissions and
functional restrictions
- CATSWeb system options
purchased by your company
The links available include:
- Add Note - Allows a new
Note to be added to the Action.
- Add
Link - Add
a link from the Action record to any item on the Internet/intranet
including web pages, documents, drawings, or other CATSWeb
records.
- Add File
Attachment - Add a File
Attachment to the Action record. File Attachments are uploaded and
stored securely in the CATSWeb database.
- Sign - Presents a dialog
which allows you to add your Signature to the Action record. You may
choose from a list of signature types that is controlled by your CATSWeb
administrator. Signatures cannot be edited or deleted.
- Edit - Enables the Action
record to be edited.
- Edit Effectiveness -
Enables the Effectiveness of the Action to be edited or deleted.
- Reassign Action - Enables
the Action record to be reassigned to a different user.
- View List of Issues - Shows
a list of the Issues that have already been assigned to the
Action.
- Forward
Copy by E-mail - Allows
a copy of the Action record to be forwarded by E-mail.
- Route to
Affiliate - Allows a
copy of the Action record to be forwarded by E-mail to the affiliate
user, along with other information you provide. The affiliate user may
then access this record live on the CATSWeb system.
- View Edit
History - If your
system has the optional Record Archiving feature installed, this button
allows you to view past versions of the record, including past versions
of associated Notes, File Attachments, Links, Signatures, and Affiliate
Routings.
- Highlight Changes - If your
system has the optional Record Archiving feature installed, this link
allows you to view the record with prior field values present and
highlighted.
- Tags
- This link jumps down to near the bottom of the page where public or
private tags may be viewed and added if you have sufficient permissions.
- Add
Subtask - The user
currently assigned responsibility for the Action can choose to add a
subtask in the subtask category given in the pull-down list.
Links and buttons may be associated with child records (ex: file
attachments) as well. For example, the
iconic "H" button or an equivalent View
As HTML link will be available for File Attachments if the system
includes the
Full Text
Search
option. |