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Creating Action Lists
The action lists feature can be used in many different areas of Clik Service. They offer you the ability to create lists of actions or questions relating to a procedure you and your team carries out.
For example, an action list can be used in a sales inquiry and act as a checklist of procedures carried out as the inquiry progresses. It could also be used in a job sheet to create a risk assessment checklist for the engineer to carry out prior to starting the job.
An action list can achieve this and much more. After completing individual items on an action list, it gives an overall completion percentage. And you can add more than one action list at a time.
Before You Start
To create, edit or delete an action list you will first need to be logged into Clik with appropriate permissions to access the settings.
Click on the ‘Settings‘ menu at the top of the program then select ‘Settings‘ from the drop-down menu.
Select ‘Action List‘ from the left-hand menu in the settings window.
Click on ‘New Action List’.
Give your new action list a description and a short code by highlighting the box and typing in the details.
You are now ready to create items against the action list. Click on the arrow next to the add root item button and you’ll get the choice of three different options.
- ‘Add New Standard Item‘ – Adds a description with a tick box option.
- ‘Add New Question‘ – This allows you to have multiple answers and sub-questions/answers. The question will have a drop-down menu with the answer values in it, like below. When you create a question right-click to add an answer. You can right-click on an answer value and add sub-questions.
‘Add Existing Action List‘ – This allows you to do just that.
To delete any entries, right-click and select ‘Delete‘.
After creating the action lists, you can choose which part of the program you want them to be available in by clicking on the ‘Available in Modules…’ button.
