The Quick
Action checkbox dialog, available on the FootPrints
Homepage, allows users to perform an action on one or more Issues. This
provides a quick means to update or report on an Issue or to make a change
that affects many Issues simultaneously. Some
of the functions are only available to administrators, while others are
available to Agents and administrators.
To perform a Quick Action on Issues from the Homepage:
In the main frame,
check the box for each of the Issues you wish to change, or check the
All box at the top of the column to select all of the Issues displayed
on the current page.
Select the action
from the drop-down list.
Click GO.
Different options
are available depending on the action selected. See below for more details.
The Following Options are Available to All Internal Users
Report—Display the
details of the Issues in a separate window. If custom templates have been
created, a drop-down is displayed that lists the available templates (Work
Order, RMA, etc.) The
Summary report displays all Issues in one window. Custom
templates display each Issue in a separate window for printing purposes.
Close—Close the Issues
selected. Only Issues to which you have close rights are Closed. When
Close
is selected:
A special Close
Issues page is displayed.
You can enter
final notes in the Description
box. They are appended to all Issues selected.
Check the boxes
to send email to the Assignees, Customer Contacts, and CCs for the selected
Issues.
Click GO. The Issues are
closed and updated and emails are sent.
The Following Options are Available Only to Administrators
Delete—Delete all
Issues selected. A
confirmation message appears. Click
OK
to proceed.
Status—Change the
status of the Issues selected.
Priority—Change the
priority of the Issues selected.
Assign—Re-assign the
Issues selected.
When Status,
Priority,
or Assign
is selected:
A special Change
Issues page is displayed.
Select the new priority,
status, or assignees for the Issues.
If re-assigning an
Issue, you can unassign the current assignees of the Issues selected by
checking the Remove
Previous Assignees checkbox.
You can optionally
enter notes in the Description
box. The
notes are appended to all Issues selected.
Check the boxes to
send email to the Assignees, Customer Contacts, and CCs for the selected
Issues.
Click GO. The Issues are
updated and emails are sent.
The Following Option is Only Available If You Have "Taking"
Rights
Taking—Take the Issues
and assign them to yourself.
When Taking
is selected:
A special Take
Issues page is displayed.
You can unassign
the current assignees of the Issues selected by checking the Remove
Previous Assignees checkbox.
You can optionally
enter notes in the Description
box. The notes are appended to all selected Issues.
Check the boxes to
send email to the Assignees, Customer Contacts, and CCs for the Issues
selected.
Click GO. You are now assigned
to the selected Issues.