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Key Features- Action items and action rules let you included your best business practice rules into Readysell's structure. Then have Readysell help inform and control compliance with best business practice
- Action items are Readysell's to do list. Transitions in Readysell such as a sale invoice being posted or a service order becoming late can triggercreation of an action item
- Emails and SMS messages can be sent to appropriate staff members when different kinds of action items are created. Such as when a service order becomes overdue by a specified number of days
- Action items can have due dates, expiry dates and responsible roles and uses. Those settings are controlled by flexible action rules
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Action Rules
Action Action rules are part of system administration. A flexible set of rules can be setup to suit your requirements. The system will then monitor the rules to see if the conditions in the rule have been satisfied.
If a rule comes into play an action item is created. The action item can be created for all uses in a role or for a particular user.
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Notes- a description of the action item
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To close a Action Item. Go to the Action Item, highlight it and change the Action Status =  Image Added |