Online Action System

The purpose of the Action System is to allow users a means for entering and monitoring Action Items. In turn, the responsible departments can monitor and take action on the requests, and mark them Complete with a Complete Date when finished.

 

As such, Action System has three user tools in the main menu, Items Entry, Items View, and six filter lists, Active, Unassigned, Pending, InActive, ListAll, and Complete. The program uses a Web Browser and can be accessed from the Goer IntraNet site.

The main screen consists of two windows, a menu window to the left and Activity screen to the right. Selection from the menu will display in the Activity screen. The menu screen will remain active at all times to allow rapid movement through the program.

Main Menu
Place your mouse arrow on the desired selection and click.

Item Entry

To enter an Action Item, click Item Entry
Enter the desired information. The tab key or a mouse click will take you from one entry field to the next.
1. Enter your UserID, the same ID used to log into the Network or DataFlo, IE rmcnary (12 characters max).
2. Select the responsible department from the list - the one that can fix the problem
3. Select the Customer Commodity Code from the list, IE line for Linens 'n' Things (4 characters max)
4. Enter the part number (9 characters max).
5. Enter the Work Order Number (9 characters max).
6. Description is used to describe the problem. Don’t leave anything out but be as brief as possible.

7. Click the \"Add Action Item\" button to save your request. The system will assign an \"Item Number\" for quick tracking purposes. Reset to erase your request

Item View:

To view Action Items, simply click Item View This option will allow you to filter your list by the following criteria: Item Number, UserID, Customer or Commodity Code, Part Number, Work Order Number, Department, and Assigned.

Select One Only please, then click \"View Selected Item\"

The system will display a list of Items based on your filter selection. You can view or edit an Item simply by clicking on the desired Item number.

You can View and/or change any data at this point. To save the changes click \"Update Item\".

You can also select another menu option or click the back arrow on the WebBrowser Tool Bar.

Active Items

Active Items will allow you to view a list of all Active Items. If you wish to view a specific Item, simply click the desired Item number. The data will be displayed in a view form that allows update of information.

Unassigned

Unassigned Items will allow you to view a list of all Items that are not assigned. If you wish to view a specific Item, simply click the desired Item number. The data will be displayed in a view form that allows update of information.

Pending

Pending Items will allow you to view a list of all Items that are waiting a long period of time for additional information or funding. If you wish to view a specific Item, simply click the desired Item number. The data will be displayed in a view form that allows update of information.

InActive Items

InActive Items will allow you to view a list of all item where no action will be taken. If you wish to view a specific Item, simply click the desired Item number. The data will be displayed in a view form that allows update of information.

List All

List All will list every Item in the system regardless of status or assignment. If you wish to view a specific Item, simply click the desired Item number. The data will be displayed in a view form that allows update of information.

Complete

Complete Items will allow you to view a list of all Completed Items. If you wish to view a specific Item, simply click the desired Item number. The data will be displayed in a view form that allows update of information.

Since this program uses a web browser, you can use the forward and back arrows, make a new selection from the menu, or exit the browser to close the program.