7.2 View Call Action

The View Call Action page facilitates you to view the list of call actions created in the system and perform various actions on a call action.

By default, it displays all the records that exist in open or closed, and authorized or unauthorized status. However, you can search for records with specific search criteria. Each record displays the basic information of a call action.

You can perform the following actions:
  • Modify details of a call action. However, only the maker can modify a call action before the first authorization. Once the first authorization is done, the call action can be modified by any other user.
  • Authorize the call action that are created, modified, closed, or reopened.
  • Close an authorized call action that you don’t want to use.
  • Reopen a closed call action.
  • Delete a call action that is not yet authorized upon creation. Only the maker of the call action, can delete it. Once a call action is authorized, you cannot delete it.
  • View detailed information of a call action in read-only mode.

Table 7-2 Field Description: View Call Action - Tile

Field Name Description
Action Code Displays the call action code
Action Description Displays the description of the call action.
<Authorization Status> Displays the authorization status of the call action.
The possible options are:
  • Unauthorized
  • Authorized
<Record Status> Displays the status of the record.
The possible options are:
  • Open
  • Closed

The search section appears if you click search. Using this section, you can quickly search for call actions based on the specified search criteria.

Table 7-3 Field Description: View Call Action - Search

Field Name Description
Code Indicates the call action code.
Description Indicates the description of the call action.
Authorization Status Indicates the authorization status of the call action.
The options are:
  • Authorized: Select this option if you want to search for a call action with Authorized status.
  • Unauthorized: Select this option if you want to search for a call action with Unauthorized status.
Record Status Indicates the status of the record.
The options are:
  • Open: Select this option if you want to search for a call action with Open status.
  • Closed: Select this option if you want to search for a call action with Closed status.