Using actions

Quick Setup
Use the Quick Setup option when creating actions, it is much quicker than creating the action manually. 

Actions allow certain data collection events to be scheduled or executed manually.  For example an action could automatically send all clocked in employees or a group of clocked in employees to lunch at a certain time.  Actions could also be setup so they are only triggered manually by a user.  

To configure actions:

1. Select Advanced Settings
2. Select Actions
3. Select Quick Setup
4. Enter a Name and Description
5. Select the Execute By Value.  Leave Execute Manually if you do not want to schedule the action
6. Select the Status that employees should change to (i.e lunch)
7. Select which status codes the action should apply to (i.e when employees are clocked in, in Training, in Project Time)
8. Select Save
    

Once the action has been performed, all employees will be in the status of lunch.  The workbench will show the user that they are on lunch.  When they return from lunch they should use the Back To Previous Button on the Workbench.

Actions can be activated or deactivated and triggered manually from status pages in the application.  This functionality provides a quick and easy way to perform actions against single or multiple resources.  The Execute By field specifies that the action is for manual execution. Actions that are setup for manual execution can be manually triggered in the employee and equipment list views.


    

Perform Actions from the Status Screens Card View (Single)

Perform Actions from the Status Screens List View (Multi Resources)

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