An agency system administrator can dismiss multiple action items for themselves, and team members. When a custom action item is added, the individual team member who add the custom action item can dismiss the item. When a supervisor adds a custom action item, assigned to a team member; the supervisor can select the box to allow the tem member to dismiss the action item being assigned to them. (See About Action Items for more information.)
Dismiss multiple action items as follows:
Click the Administration tab at the top of the screen.
Click the Maintenance tab.
Click the Action Items Dismissal link in the menu on the left. The Action Item Dismissal Search Criteria screen appears. The system defaults to your agency.
Select the Unit from the drop down window.
Click in the Supervisor or Employee field. The list of supervisors and/or employees display in the drop down window.
You can click Search to display all the action items meeting the search criteria selected.
To narrow your search results, select Associated Item Type. The system will auto populate all Associated Item ID information based on the associated item type selected.
Click Search. The results display in the Action Item Dismissal Search Results table based on the criteria selected.
In the Select column, click in the check boxes next to the action items you want to dismiss.
Once you have selected the action items you want to dismiss, click Dismiss button. You are returned to the top of the screen. The selected action items have been dismissed.