ACT Settings
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      1. Frontline Data Solutions EHS Knowledge Base
      2. Events & Action Items (ACT)
      3. ACT Settings

      Procedures

      Procedures are division specific ACT guidelines that originators can reference when creating new events using the ACT module menu or through the Frontline Desktop event shortcut.

      Below are the Guidelines for Procedures

      • ACT Power or Super User's at the division level are able to view, create, and edit procedures using the Settings > Procedures section.
      • The ability to view procedures in divisions outside of a user's default division is determined by organization permissions.
      • Procedures are set up as links to existing documents the company's internal network.
      • The document can be in the following formats: Microsoft Office, PDF, or HTML file. There is no limit to the number of procedures that can be created, and separate procedures can even be created for each event shortcut.
      • The procedures button the new event screen allows users to view all the procedures created for their division.
      • This is an optional setting; therefore, it does not have to be configured to use the ACT module.
      • As experience with the ACT module develops there and there is a need for certain guidelines to maintain consistency, the procedures can then be added. 

      How to Create a Procedure

      1. Navigate to ACT > Settings > Procedures
      2. Select New on the toolbar.
      3. Enter the Title of the procedure.
      4. Description is an optional field that can be used to further describe the procedure. Enter a description, if necessary.
      5. To add the procedure document, select Choose File then navigate to the file and select Open.
      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.

      Effective the active date the procedure will be available to for users to view. Effective the inactive date the procedure will be unavailable for users to view.

      How to Update a Procedure

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

      How to Delete / Inactivate a Procedure

      1. Navigate to ACT > Settings > Procedures.
      2. Select the Procedure that needs to be deleted or inactivated.
      3. To delete a procedure, select Delete on the toolbar. Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.
      4. To inactivate a procedure, uncheck Active from the Procedure Information form.
      5. Then select Update on the toolbar to update the procedure with the change in active status.