Actions Functionality

Actions is going well here at North Devon and our Team are ramping up its use.

Already proved it’s worth when Officers go off long-term sick and other Officers can view the intended next actions and keep things moving.

A couple of points though –

All Users appear in the Actions Officer list, even if they are in the Customer Service Centre or a PSEUDO Officer. Is there a way we can manage who appears in that list, perhaps a check box to show them as an Actions user when setting users up. A permission also as Officers do need to see other Officers’ lists for the reasons as I just said, but we may choose for certain Officers in Customer Services etc. not to see the list, although this may help with queries.

We would also like the ability for certain Actions to come in by default to the Officer list, e.g. End of Prevention Review, End of Relief Review; when a case is added and with a configured target date. If you like; a skeleton procedure and Officers still able to add in ad hoc actions or on occasions delete a default action if we have configured it’s not mandatory. Saves certain actions being manually added.

Thank you

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