Actions Functionality

This article explains the functionality of Actions within HPA2. This will cover, the actions widget, searching for an action, how actions are viewed on a case, adding a new action and creating a new action within settings. 

TABLE OF CONTENTS

• What are Actions
• Viewing Actions on the Dashboard
• Search
• Viewing Actions on a Case
• Adding an action to a case
• Editing an Action
• Creating a new action

What are Actions

The Actions feature enhances casework tracking by allowing users to record specific actions that are not task-based, such as "Contact TA provider to extend placement."

Note: Actions are not a standard feature of HPA2 but can be enabled for a small deployment fee. To discuss, please contact your account manager or e-mail [email protected] 

Viewing Actions on the Dashboard

When the dashboard loads a new Actions widget will display at the top of the page showing your active actions. You can change what is displayed by changing the status using the drop down menu. 

The options are :

• Active
• Completed
• Cancelled

As well as changing which status is displayed you can change which users actions are shown. 

1. Click on the Name drop down list
2. Enter the first few letters of the users name
3. Select the relevant user to view their actions

Search

You can use the search function to search by :

• Name of the Action e.g. TA request
• Case officer
• Due date e.g 13 Sep

Viewing Actions on a Case

Actions appear in an expanded view on the case details page, displaying any associated elements. From this page you can:

•    Edit an action

•    Mark as completed

•    Go to the case, which opens the case page with actions displayed at the top.

From the case page you can:

•    Add a new action

•    Change the status of actions displayed (Active, Completed and Cancelled)

•    Collapse the list of actions

•    Edit the action

•    Mark the action as completed

•    Click on the action to expand it and view any elements added such as Action Notes

Adding an action to a case

1. Select "Add action" 
2. Choose the relevant action from the drop down list
3. Select the case officer this action is for from the drop down list (If different from yourself)

Editing an Action

You can edit an action from the Case Details page or within the case.

To edit an action:

1.    Click Edit

2.    Update any of the following:

        o    Assigned user

        o    Due date

        o    Action elements (e.g., notes added during setup)

3.    Click Save

Note: If you click on Cancel Action this will cancel the action

Creating a new action

Local Super Users can add new actions to the drop down list for all HPA2 users to use. 

1. Navigate to Settings
2. Click on Tasks
3. Select Cases

Once you are in the Tasks setup page:

    1.    Click "Actions" in the Task Groups section

    2.    In Task types, click "Add"

    3.    Click "Add new"

    4.    Enter the following details:

        o    A description (name)

        o    Days to complete

        o    Sequence

        o    Whether the action is Editable

        o    Whether the action is Repeatable

    5.    Click Save

If the action requires specific questions to appear:

    1.    Click on the Add button in the questions column

    2.    Then enter

        o    Entity code

        o    Name

        o    Sequence

        o    Type

    3.    Click Save

Note: Most actions will be repeatable so best to tick yes. If you create an action that is not repeatable then you will only be able to add it to a case once.