Forsta Action Management Support

Program Setup

• Setting up an Action Management Project
• End User Permissions
• Translating the Action Management Interface

Configuring Filters

• Filters Overview
• Creating a Filter
• Conditions
• Editing a Filter
• Deleting a Filter

Configuring Lists

• Lists Overview
• Creating a Custom List
• Deleting a Custom List
• Status Lists
• Severity List
• Category List

Configuring Roles

• Roles Overview
• Creating a New Role
• Editing and Reordering Roles

Configuring Data Fields

• Configuring Data Fields

Configuring Triggers

• Triggers Overview
• Creating a Trigger
• Assigning Users and Groups
• Enabling a Trigger
• Triggers List
• Pausing, Editing and Deleting Triggers

Configuring Email Templates

• Email Templates Overview
• Dynamic Data fields
• Creating a Template
• Adding Images
• Previewing, Editing and Deleting Templates
• Push Notifications for Forsta Go

Configuring Workflows

• Workflows List

• Workflows Overview
• Creating and Managing Workflows
• Alerting via Email Templates
• Role Assignment Restrictions
• Workflow Case Attributes
• Case Attribute Rules