How to Set Up an Action to Only Run Other Actions

Open the Action Library

1: Select Admin from the menu.

2: Select Action Library from the drop down list – the Action Library window will open.

Create a New Action

1: Select a group to add the action to.

2: Click New Action – the New Action window will open.

Fill in the General Details

1: Select the General tab – the General window will open.

2: Add a description for the action.

3: Select All Claim Type from the drop down list.

4: Schedule to the client or the claim depending on requirement.

5: Choose where the Action should display and tick the relevant checkboxes.

Add the Actions to Run

1: Select the Run Now tab – the Run Now window will open.

2: Click the New button – a new entry will be created for editing.

3: Select the actions from the drop down list.

Select Which Users can See this Action

1: Select the Display Users tab – the Display Users window will open.

2: Select the users that should see the action by ticking the relevant tickboxes.

Close the Window

1: Click OK to save the data and close the window.