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Location: Management  Action execution
Overview:
Through this menu, the SE Suite users that are responsible for the execution may execute the isolated actions and planned plan actions under their responsibility. Plan actions are presented grouped by the plans to which they belong, while the isolated actions are grouped at the end of the listing.
Specific buttons:
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Click on this button to:
▪Start the execution of the action selected in the list of records. ▪Finish the execution of the action selected in the list of records. ▪Edit the action under execution selected in the list of records. |
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to export the action selected in the list of records to an Excel spreadsheet. Hold the CTRL and SHIFT keys down or check next to each action to select more than a record at a time. The exported spreadsheet can be used later to import actions into the structure of a plan.
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Click on this button to send an action with the actual % equal to 100%, selected in the list of records, to the next configured step.
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External users responsible for action execution may execute the isolated actions and planned plan actions through the "Customer panel". To do that, the customer panel accessed by the user must have Action execution configured.
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Use the "Search filters" to easily retrieve records based on specific information.
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