Creating New Action Types in a Service Line

Creating a new type of Action

You are able to create new types of Actions within a Service Line itself by clicking on the '+' icon next to the search bar and selecting 'Action'.

When creating a new type of Action, you can enter the following information:




The name of the new Action


The description of the new type of Action


Which type of Action this is. This list is populated from the list of underlying ‘Master Processes’, which can be created via the Configuration Manager application.

Global Checklist

Which global checks will always be run through every time that Action is run

Creating a Global Checklist

Global Checklist items are accessed via the Service Lines screen.

These Global Checks are subsequently displayed during 'Local' checklist creation against individual Actions within the Case flow definition screen. See the Checklists on Action section for more information on Local Checklist definition.

You can change the Action Type name after its initial creation

Subsequent Editing of an Action Type

To edit an Action type’s settings, click on the Action in the Service Lines Screen and edit the information in the right hand side of the screen. Click to save these changes.

Note: these settings are not versioned i.e. when changes are made, they affect all new and running Work Items.

You are also able to see the activity history of your work items , by clicking on the Show Activity button. You can see when the work item was created and by who, as well as if any edits have been made to the work item, when they were made, as well as by who.

You are also able to clone a Action type by clicking on the Clone button in the edit screen. This will clone all of the Action type's settings and data apart from its name. You are able to make changes to any of the settings and data once the Action type has been cloned.

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