Before you begin…
Before you can setup an Action Management "project", you will need:
a "Hub" - where the data for your project will come from. If you don’t have a hub, see SmartHub.
an "End User List" - the list of people in your organization who will need to manage cases. If you don’t have an End User List, see End User Lists.
Opening Action Management
Select Actions from the home screen
Selecting your Hub
A list of all the hubs you have access to is presented. Select the hub that you wish to create an Action Management "project" for.
Note: If you only have one hub available and an Action Management project has already been created, the Hub list will not be displayed.
Note: A hub can contain only one Action Management "project". If you would like to create multiple projects, you will need to create separate hubs within SmartHub.
Choosing an End User List
Action Management assumes that you will need other people in your organization to help manage cases. Before proceeding, you must have an End User List available that will be used for the project. Alternatively, you can create a new End User List specifically for this project.
Important: Once an End User List has been selected for your project, it cannot be changed.
Overview Screen
The Overview page will be displayed containing a summary of cases contained in your project. At this point you will not have any cases as you will now need to complete the setup of your project.
Studio Integration
This page is used to provide support for using Studio with your Action Management project. If you are not using Studio for case management, simply skip this.
If you are using Studio for case management using Action Management widgets contained within a Studio report, in order for email links to route correctly to a specific Studio report, this report URL needs to be supplied here: