On each module, you have the possibility to create templates that you can associate to a type of action.
Contents
Straight from an action card
From your configuration
Your name > Configuration > Actions templates tab
If you wish to create templates available to all your managers, you should create them in the Administration interface.
Your name > Administration > Templates section > Actions templates tab
When you want to create an action, you can choose to use a template.
Once selected, the following fields are filled automatically by the selected template:
- Type of action
- Description
All that's left to do is write up your report. 😊
Caution:
Once the template is selected, be careful not to select another template in order to avoid erasing the content of your report.
If it were to happen, no worries, we thought about it and gave you a cancel option. 😊
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