Priorities

Priorities help organize Events and Action Items for prioritizing, tracking, reporting, and overall ACT management.

Below are the Guidelines for Priorities

• ACT Power or Super User's at the division level are able to view, create, and edit priorities using the Settings > Priorities section.
• The ability to view priorities in divisions outside of a users default division is determined by organization permissions.
• The default priorities automatically added to the ACT module are high, medium, and low.
• The priority of any assigned ACT is prominently displayed on the Frontline Desktop, allowing ACT role players to prioritize tasks. 
• A priority system could consist of the default priorities, a numbering system 1-10 or any priority system the company is already using.
• Priority systems are set at the division level and different priority systems can be created for Events and Action Items.

How to Create a Priority

1. Navigate to ACT > Settings > Priorities 
2. Select New from the toolbar.
3. Enter the name of the priority in the Priority field.
4. From the Priority for drop down menu, select either Action Items or Events.
5. Description is an optional field that can be used to further describe the priority. Enter a description, if necessary.
6. Ensure Company, and Division are correct.
7. Ensure Active is checked, making the new priority available for use once completed.
8. Modify the Active and Inactive dates, if necessary.
9. Select Save on the toolbar.

How to Update a Priority

1. Navigate to ACT > Settings > Priorities
2. Select the Priority that needs to be updated.
3. Modify the fields that need to be changed.
4. Select Update on the toolbar to update the priority with the modifications that were made on the Priority Information form.

How to Delete or Inactivate a Priority

A priority cannot be deleted if it is being used by an Event or Action Item. It is recommended to inactivate priorities that should no longer be available for users to select.

1. Navigate to ACT > Settings > Priorities
2. Select the Priority that needs to be deleted or inactivated.
3. If the priority has not been used in an Event or Action Item, it is possible to delete the priority.
4. To delete a priority, select Delete on the toolbar. Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.
5. If the priority has been used in an Event or Action Item, the priority can be inactivated to remove it from the list of available priorities for users to select.
6. To inactivate a priority, uncheck Active from the Priority Information form.
7. Then select Update on the toolbar to update the priority with the change in active status.