Viewing and Editing Actions
Viewing an Action
To view an Action’s details, first view the Job and scroll down to the Action Log. Here you will find the details of all visible actions that have been added to the job.
Action History List
From v25+ actions may also be opened from the Action History list button. Select one of the 15 most recent actions to view or edit it.
Editing an Existing Action
Some details can also be edited by Staff on existing Actions. This includes the Action Details, marking it as a Private Action (not visible to Client users), and changing the Job State, Awaiting Client Response (which is a visible status to the Client). To open the Action for editing, double click on the Action you wish to edit and you will be presented with the edit action screen shown below. Click the OK button to save any changes to the Action. To change any Job details such as Job Status or Assignment, you will need to add a new Action.
Editing Closed Job Action
After a job has been closed, sometimes you may need to edit an action due to a mistake or forgetting to mark the action as private. From v25+ this is now possible without having to re-open and close the job if granted the permissions to do so.
- Open the action and click the Edit icon to the right of the action tabs
- You can now edit the Details and/or Private Internal Note option to hide or unhide the action from the job’s client
See also
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