Action Page
User Guide Contents


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.