Adding Actions
When you forward an action, one action is normally concluded before it is resumed by another investigator. When you add an action, you create a different action assigned to a different department or investigator that runs concurrently and independently of the original action.
- Choose the filters to display the feedback to be sent.
- In the Feedback pane, highlight the appropriate record.
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In the Subject pane, highlight the
appropriate subject record.
An action record appears in the Actions pane.
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On the screen toolbar, click the Add Action button:
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- Type the action information. If it is complete, clear the Active check box in the Actions pane.
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Click the Save button:
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