Event Shortcuts

Event shortcuts simplify creating Events and are designed to allow any user to report Events as they occur, using a convenient Frontline Desktop Event shortcut.

ACT Power or Super Users can create shortcuts for different types of Events, attached to different forms, workflow characteristics, and place these shortcuts on the Frontline Desktops of selected people.
Shortcuts are commonly used for incidents, near-misses and employee suggestions.
This feature eliminates the need to grant ACT permissions to a majority of users if their main responsibility is to report, but not manage, an incident.
Shortcuts appear on the Frontline Desktop in the Shortcuts tab with easily recognizable titles and descriptions for users to identify the type of Event to create.
Shortcuts are configured with pre-defined category, form, ref code and workflow participants (team leader and optional Approvers/collaborators).
This makes it convenient for the user to report an Event in the pre-selected category.
The user is required to complete only the Event-specific information and does not need to understand the significance of various ACT parameters or workflow characteristics, reducing training effort.
Events submitted from the shortcut will not stop at the New stage, rather they will proceed to the first stage with a task.
When an Event is submitted via a shortcut, the Team Leader will receive an immediate email as the primary role player.
If clients wish to submit Events from the Mobile App, they must do so using a shortcut.

Navigate to ACT > Settings > Event Shortcuts
Select New
Enter the Title for the Event shortcut.
Description is an optional field that can be used to further describe the Event shortcut and is visible to uses on their desktop next to the shortcut. Enter a description, if necessary.
Select the Category, Form and Ref Code.
Enter the first few character's of the desired Team Leader's last name then select ".." next to the field. Review the list of people displayed and select the correct user from the list to be the Team Leader.
Select Save.
To add the newly created shortcut to user's desktop, select the People with Desktop Shortcut tab.
Select New from the toolbar.
Enter in the search criteria and select Search to search for users.
Select the desired users from the list to add the shortcut to their desktop.
Select Save.

Event forms areas associated to categories, therefore, only the forms that have been created for the selected category will display.

Navigate to ACT > Settings > Event Shortcuts.
Select the Title of the shortcut to be updated.
Modify the fields that need to be changed.
Select Update on the toolbar to update the piece of equipment with the modifications that were made on the Event Shortcut Information form.
To add a new user to the list of people with the shortcut on their Frontline Desktop:
1. Select the People with Desktop Shortcut tab.
2. Select New on the toolbar.
3. Enter the search criteria and select Search.
4. Select the users from the list who need to have the shortcut added to their desktop.
5. Select Save.
To delete a user from the list of people with the shortcut on their Frontline Desktop:
1. Select the People with Desktop Shortcut tab.
2. Select the user whose Event shortcut needs to be deleted.
3. Select Delete on the toolbar
To Delete an Event Shortcut select Delete on the toolbar.
1. Then select Ok to the notice "Are you sure you want to delete this event shortcut? Doing so will remove it from all users' desktops."