Set Up Actions

Actions can create completely new jobs, or update existing jobs. They can be used for recurring scheduled job creation, email job creation rules, and via dynamic menus within a project list, project, or project-linked job. Once configured, the Project job creation menus are dynamically created.

This area will explain setting up Project actions in Jim2. Once configured, the Project job creation menus are dynamically displayed within the project.

The setting up of Actions is to provide a form of categorisation of jobs for creating project templates. The Action names are then used to dynamically populate the Create Job button within a project or job.

The Actions can be moved up and down in the list using the green up/down arrows on the top right-hand side.

Field	Explanation
Action Name	Enter a name for the Action.
Action Type	Choose from Action or Action Group.
Action Groups	When Action Type is Action Group, the Child Action Check field will display, showing the three choices below:
Used for Meter Billing	Tick if required for meter billing. This is more likely used for Managed Print Services.
For Template Actions:
Allow Execution of	Choose when it should be executed:
After Execution	Choose to Leave in edit mode, Add related stock, or Save.
Service Read	Choose from No service read, Service read if script requires, Service read. This is more likely used in Managed Print Services.
Shortcut	Shortcut by default only shows on system actions with an assigned shortcut, which cannot be edited. Adding a new Action will not show this feature.
Watch Note	Choose to add a watchout note: from add billing/sales/service job.
Execute From	Choose where Action is to be executed from one of these options: ▪Project list ▪Action Group ▪Job ▪Project ▪Scheduled Task ▪Email Action

The below information relates to Setups > Projects > Page Source only, and indicates that a system default is being used, however this can be changed.