The list of values for follow-up actions within the Document and Workflow Automation modules is designed to standardize issued instructions across different units. This standardization simplifies the process for users, ensuring consistency and clarity in follow-up actions.

If you need to add new values or edit existing ones for follow-up actions, follow these steps:

  1. Navigate to the Document and Workflow Automation Module.
  2. Click on Configuration, then proceed to Directories.
  3. On the Directories page, go to the Follow-Up Actions section.
  4. From there, you can add a new value or edit an existing one, as demonstrated in the demo.
  5. Additionally, you can set access rights for these values. Choose to grant access to all users or restrict it to specific departments or individuals.

This process helps ensure your follow-up actions remain current and well-managed. For a detailed, step-by-step guide, watch the short tutorial provided.