Submitting Action Item Requests from WinTeam

One of the ways Action Item Requests can be submitted is from WinTeam.

In order to submit a Request from WinTeam, an Employee Number must be tied to the WinTeam user login.

From the System Action Items menu or the Job Costing menu, click Action Item to initiate an Action Item Request.
Select the Job for which the Request is to be created. The Type field populates with a list of templates assigned to that Job.
Select a Type.
You can enter details and other information related to the Request in the Description box. There is a 140 character limit.
Select the Enter Requested By Information check box and enter a valid email address to include the person that initiated the request. This person will be included in all notifications for this Action Item. To include multiple recipients, separate the addresses with a semi-colon.
Click Save

The Action Item Request is sent to the recipients based on the recipients in Action Item Setup screen.

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