Action Items Setup
Action Items Setup
Setting up Action Item Statuses
If not already done, set up Action Item statuses:
Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
Select Portfolio Action Item Status from the Drop Down List field.
Click New to add an action item status.
Enter a Description and select if the status is the Default Status for action items or is a Closed Status.
Click Save.
Setting up Action Item Categories
If not already done, set up Action Item categories:
Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
Select Board Task Categories from the Drop Down List field.
Add, modify, or delete items as needed.
Click Save.
NOTE: The following are a few situations that can cause board members to not get notified via email of action items:
Any account is set to a StopPay status.
The board member does not have a web user account in the WebAxis Admin Portal.
More than one email address for the board member is set up on the Setup > Association Setup screen. If you are using universal navigation, click Associations > Associations > View All.