As an administrator you can set up default action settings for all actions within the organisation. To do this you click on the Gear wheel tab and select "Organisation". You then tab across to the Action Default tab to set up the default action settings.
The default setting options are:
- Action Category: Select the default category which you would like all actions to fall into. Refer to Can I set up and edit document and action categories for more information on setting up your action categories.
- Action Priorities: Select the default priority for all actions.
- Repetition: If you click on Repeat, you can choose the typical frequency of recurrence of the action.
- Comments Required: You can decide whether the responsible user has to make comments on completion of the actions and if so, on what result - typically this would be set up as comments are required when you select a negative response (for example "Cannot do"), but you can select multiple options here - so for example, you could say you want Comments to be done on "Cannot do" and "Doing"
- Evidence Required: You select this option if you want it to be mandatory for the responsible user to attach evidence and again you can choose on what response/s evidence should be attached.
- Escalation: You can choose other users to be notified if the action is not completed on it's due date and you can give responsible users grace days before the escalation email is sent to the escalation users.
- Notification on Assignment: If you select this as a default option, then the responsible user receives an email notification that the action has been assigned to them.
- Notification on Progress/Completion: You can set up whether evidence or comments are required when the Action is set to in progress or completed.
- Notification before the Due Date: If you select this checkbox, the responsible user can receive reminder emails prior to the due date - that can either be a once off or if you select repeated, you can receive email reminders 3 weeks before on a weekly basis for example.
- Notification after Due Date: If the action is overdue, you can select the option of how frequently the responsible user will receive reminder emails.
