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Further Information
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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. Actions can also apply to equipment.
 
 
To configure a scheduled action:
 
  1. Select Advanced Settings
  2. Select Actions
  3. Select Quick Setup
  4. Enter a Name and Description (i.e. Morning Shift Break (15 Mins))
  5. Select the Execute By Value (i.e Enter Manually at 10:30)
  6. Select the status that employees should change to (i.e Break)
  7. Select status codes to apply to (i.e clocked in, meeting, project)
  8. Select the Return to Previous value (i.e. Enter Manually at 10:45)
  9. Select Save

 
Once the action has been performed, all employees will be in the status of break.  The workbench and employee status screen will show that the employees are in the status break.  When the employee returns from break they can 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 must specify 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.

To configure a manual action:
 
  1. Select Advanced Settings
  2. Select Actions
  3. Select Quick Setup
  4. Enter a Name and Description (i.e. Clock Users Out)
  5. Select the Execute By Value (i.e Manual Execution)
  6. Select the status that employees should change to (i.e Out/Off
  7. Select Save


The action can now be executed from the employee status screen.
 
To execute a manual action from employee status:
 
  1. Select Employee Status
  2. Select the Action button in the Employee Plate
  3. Select the Action (i.e Clock Users Out)

To execute a manual action from equipment status:
 
  1. Select Equipment Status
  2. Select the Action button in the Equipment Plate
  3. Select the Action (i.e Turn Off)
  4. Use the list view to execute actions against multiple resources.


 
In the previous steps you have learnt how to create actions manually.  LYNQ also includes a quick setup feature that can be used to create and configure a new action quickly from one screen. 
To use the quick setup feature:
 
  1. Select Settings
  2. Select Advanced Settings
  3. Select Actions
  4. Select Quick Setup
  5. Enter a name in the Name and Description field (i.e. Break PM Shift)
  6. Select the Exceute By condition (i.e. Enter Manually 15:00)
  7. Select the Change Status value (i.e. Break)
  8. Select the Apply to Status value(s) (i.e Clocked In, Meeting, Project)
  9. Select which resources the action will apply to (i.e Employees Only)
  10. Select the groups this action applies to in the Control Access field
  11. Select the Return to Previous status (i.e. Enter Manually 15:15)
  12. Select Save

 
Once saved, the action is automatically activated.  Resources that meet the conditions above, will automatically be put in the status of break at 15:00.  Their status will return to the previous status at 15:15.  The action can be deactivated from the Advanced Settings > Actions menu.   


 
Applies to: LYNQ 2019, LYNQ 2020