Conduct an Action Inquiry from the Sapphire Web Pack

In this section, we will guide you through the process of managing Action Inquiries within SapphireOne Web Pack. Understanding how to efficiently handle Action Inquiries is crucial for maintaining a record of tasks and calendar notes, ensuring that all actions are tracked and completed within your organisation. The steps are as follows:

Creating a New Action

1. Navigate to Web Pack > Inquiry > Action Inquiry. SapphireOne will display a list of actions recorded in the system.
2. Click the New button.
3. Enter the following mandatory details:
   • Action ID – A unique identifier for the action.
   • Description – A brief description of the action.
   • Date – The date the action is to be completed.
   • Assigned To – The user responsible for the action.
4. Press Tab to proceed to the action data entry page.

Modifying an Existing Action

1. Navigate to Web Pack > Inquiry > Action Inquiry. SapphireOne will display a list of actions recorded in the system.
2. Select an action from the list.
3. Click the Modify button to edit the action details.
4. Fill out the general details about the action.
5. Ensure all relevant information is entered accurately.
6. Add any relevant notes at the bottom of the window.
7. Click the Save button to save your changes.
8. Click the Cancel button to discard changes and return to the action inquiry screen.

For more detailed information, refer to the Web Pack > Inquiry > Action Inquiry article.