Viewing an action - Clients

Viewing an action - Clients

Viewing an action

To view an action, first of all open the job screen.  All of the updates, or actions that have been added to the job will be displayed at the bottom of the job screen.

This screen is completely readonly and will not allow for any of the action details to be changed, but simply viewed.  However, it will allow for both the viewing and the addition of attachments specific to that action.  To view attachments, click on the ‘Action Attachments’ tab.  To add a new attachment, click the link to ‘Add Attachment’.  For more information, see working with attachments.

To change any job details such as status or assignment, you will need to add another action.