Both Suppliers and Providers have the ability to create and use custom Template Actions. The actions are recall-related tasks the Recall Coordinator needs Delegates to perform in order to gather information about and dispose of affected product. This feature allows users to predefine a list of recall actions and use them when creating a recall.
Creating Template Actions
1. Click on Recall Settings --> Template Actions
There you will see a list of template actions that have already been created. The first time you see this screen, it will be blank.
To add an action:
2. Enter a Description - this will be the action listed for the user to complete. Enter the Response Type - Check Box, Yes/No, Text, Number etc. This shows the Delegate how to answer.
3. Click Add Action
Then click Save.
Using Template Actions in a Recall
While creating a recall, these new Action Template options will appear under the drop down when adding Actions.
1. Select Actions from the Workflow tab in the opened Recall.
2. Select the desired template action from the Description drop down list.
The Response Type will show what was chosen when the template action was created. However, this can be edited if desired.
