What is the difference between added and actioned?
Article ID
ias-11947
Article Name
What is the difference between added and actioned?
Created Date
29th April 2015
Product
IRIS AutoMail
Problem
What is the difference between added and actioned?
Resolution
Contents
- Introduction.
- AutoMail documents
- Practice Management documents
- 3rd Party software: INVU / Easy
Introduction
Within AutoMail and Practice Management it is possible to store electronic documents. For example, an Automail letter or a report containing a Tax Computation. With each document stored will be categorised as added or actioned.
AutoMail Documents
‘Added documents’ require further attention. For example, an AutoMail document that needs to be printed. An ‘actioned’ document does not need any further attention. For example, an automail letter that has been printed.
Practice Management Documents
Added and actioned is used for other documents for Practice Management. Each of these will automatically have a status of Actioned:
- Email
- Report logging
- External documents
- Phone calls
IRIS Docs
You may be using the IRIS Docs document management system. If you produce an AutoMail letter it is recommended that it is saved as ‘added’, by selecting ‘print later’ when you generate the document. When the document has a status of ‘added’ you are still able to edit the document.
When a document has been actioned it will be saved into the IRIS Docs archive and will not be editable.
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