Action Center
2023.4
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      • 2023.4.7
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Action Center
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Jun 27, 2024

Actions Overview

The Overview tab of Action Center allows you to track Actions, through prebuilt dashboards that summarize the Actions created up to the last 30 days. These dashboards display information about:

  • How many actions are Pending,Completed, or Unassigned, in a specified time, and based on their type or priority.
  • The average time it takes to complete an Action.
  • How a specific user handles their Actions, for a specific time period.
  • How users handle their actions, based on the Action Catalog to which they belong.



My Actions view

In the My Actions view, you can see the Actions that have been assigned to you.

Manage Actions view

In the Manage Actions view, you can see the Actions that have been assigned to all users. You can also see the actions of a specific user, inside the All users / Username view.

Switching between views

By default, the My Actions view is selected, which displays an overview of your Actions. If you want to view other users' Actions you can select the Manage Actions view.



Action Catalog

You can have an overview of Actions, based on the action catalog to which they belong. The default selection for Action Catalog is All catalogs.

Creation time

You can have an overview of Actions, based on the time when the Actions were created. The default selection for Creation Time is Last Week.

Status frames

Status frames show the number of Actions for each status (Pending,Completed,Unassigned).

Clicking a status frame redirects you to the Inbox tab and automatically filters Actions based on the respective Action status and the creation time.

Average completion time

In the My Actions view, the Avg. Completion Time frame shows the average time it takes you to complete an Action.

Note: The average completion time is calculated based on Actions that are created, assigned, and completed after the Actions overview feature is released.

Status tabs

Status tabs show pie charts for Actions based on their status: Pending,Completed, and Unassigned.

Each status tab displays:

  • a pie chart showing Actions by Priority: Low, Medium, High, and Critical;
  • a pie chart showing Actions by Type: Data Labeling, Document Classification, Document Validation, External, and Form.

By priority

Based on the status tab inside which you're in, the Actions by Priority pie chart displays the total number of Pending,Completed, or Unassigned Actions, and then organizes them by priority.

Clicking a slice of the pie chart redirects you to the Inbox tab, where a list of actions with the corresponding filters (status, priority, creation time) is displayed.

By action type

Based on the status tab inside which you're in, the Actions by Type pie chart displays the total number of Pending,Completed, or Unassigned Actions, and organizes them by type.

Clicking a slice of the pie chart redirects you to the Inbox tab, where a list of actions with the corresponding filters (status, type, creation time) is displayed. # Average completion time(??)

All users table

The All Users table offers an organized overview of the number of Actions that are Pending and Completed for each user, as well as the average time it takes each user to complete an Action.

Below is a description of the columns of the All Users table.

Column

Displays

User Name

The name of the user.

Pending

The number of Actions that are in a pending status for the user.

Completed

The number of Actions that have been completed by the user.

Average Completion Time

The average amount of time it takes the user to complete an Action.

The average completion time is calculated based on Actions that are created, assigned, and completed after the Actions overview feature is released.

You can sort columns in ascending or descending order. Click to sort a column.

To find out more about how to use Actions overview , see the Working with Actions overview section.

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