ATS Searching - How do I...:
← Older revision
Revision as of 16:40, 9 April 2014
Line 97:
Line 97:
== visit recently opened ATS Actions ==
== visit recently opened ATS Actions ==
Write or open an Action, Review or other ATS object and can't find it? Select "My Recently Visited" in the ATS Navigator to view all ATS objects viewed in the current OSEE session. This list gets cleared after restart.
Write or open an Action, Review or other ATS object and can't find it? Select "My Recently Visited" in the ATS Navigator to view all ATS objects viewed in the current OSEE session. This list gets cleared after restart.
+
+
= ATS Actions, Team Workflows, Tasks, Reviews - How do I... =
+
+
== import Actions by spreadsheet ==
+
Actions can be created in bulk by importing from a spreadsheet.
+
Select "Import Actions Via Spreadsheet" in the ATS Navigator > push the "Open Excel Import Example Spreadsheet" button > Save this sheet off > Using the examples, add appropriate items to the existing columns and add new rows as desired > In OSEE, push the "Select File" button > select your spreadsheet > Select "Email POCs" if emails to assignees is desired > Select Goal to add to, if desired > Select Run
+
+
== import Tasks by Simple List ==
+
Open Workflow to add tasks to > Select "Tasks" tab > Select gear icon in upper right > Select "Import Tasks from Simple list" > Enter titles of tasks, one per line > Select Workflow state if tasks must be completed in a specific state > Select Assignees, if desired > Select Run
+
+
== add new Team Workflows to an existing Action ==
+
Actions are the top level ATS object that groups all Team Workflows that are need to be completed. As more information becomes available to the user, more Team Workflows may need to be created.
+
+
Open any Team Workflow in the Workflow Editor > Select "Actionable Items" hyperlink > using the right window, select any number of Actionable Items > Select Run
+
+
New workflows will be created in the same Action.
+
+
== duplicate currently opened workflow ==
+
And advanced feature exists in ATS that will duplicate an existing workflow in the same action. This is good when the work being done by a team needs to tracked in separate Team Workflows.
+
+
Open Team Workflow to duplicate in Workflow Editor > Open "Operations" section at bottom of editor > Select "Duplicate Workflows" > Select approprate options depending on how you wish the new workflow to be created > Enter title for new workflow > Select Run
+
+
= ATS Searching - How do I...=
= ATS Searching - How do I...=