Field

What is this?

Permanent

View Only. Displays an "X" for the permanent Activity/Suspense actions that come with AMS360

Action

Enter the Action that you want to appear in the list in the Activity/Suspense form. The action must be unique.

Active

When checked, the Action is active, and appears in the list in the Activity/Suspense form. To inactivate an Action (does not appear in the list) remove the check mark.

Inactivating an Action item does not affect previously entered Activities or Suspense that have used that Action.

Categories

Choose the AMS360 functions where this action is available. The options are:

No. of Suspense Days

Enter the number of days to default for the suspense item using this action. This number automatically fills when the associated action is selected, but can be changed.

Example: For an action of Policy Change, you typically follow up two weeks after entering the change to see if it is received. So, for this action you enter 14 as the number of days to default for this suspense action in setup.

Field

What is this?

Checkpoint

View Only.

The name of the data entry form for which an Activity Checkpoint can be set. If set, this means whenever this form is accessed, an Activity is required.

Active

When checked the Checkpoint is active and the standard rules apply:

• If the Prompt Type is set to Silent, then the Require Activity checkbox is checked and disabled.

• If the Prompt Type is set to Prompted, then Require Activity is optional. You can check the checkbox or leave it un-checked.

• If aCreate Suspenseis checked for anActiveandSilentcheckpoint, then theDefault Actionfor this checkpoint must have a valid number ofSuspense Daysset for it.
  
  To do this select theActionfrom theActionsection and setup the appropriate number ofSuspense Daysfor it.  You can then setup your active/silent checkpoint, with an automatic suspense, using this particular action as the default action.

Default Action

Choose the action that appears for this checkpoint. All Actionsentered in theActionssetup appear in the list.

Prompt Type

Choose how you want the required activity logged. The options are:

Require Activity

Select this option to require an activity be logged when performing the selected task. The user cannot close the Activity/Suspense data entry form without saving the activity.

Create Suspense

Select this option in conjunction with the Suspense Days set in the Actions section of this data entry form.

You can create a silent suspense logging, which uses the number of days entered in the Actions section to log a suspense automatically without user intervention.