Action Step History
The
Action Step History page provides a historical account of an Action Step
record from its initial creation, each update to the Action Step until
the Acton Step reaches status of ‘Completed’. The full life
cycle of an Action Step, how it has changed/progressed over
time, can be viewed here. No information
can be added/updated on this page.
Basic Infoprovides
identifying information
on the person in focus for whom the Action Step was created.
Where Update Occurredwill display the Source
Activity where the Action Step record was created. The Source Activity displays as a hyperlink
that, when clicked, will navigate to the specific activity to allow customer
to view the full details of that activity.
Activity Datewill display the date
of the Source Activity where the Action Step record was created.
Initial Need/Updatedisplays the narrative
description of the initial Action Step and its updates.
Progress Statusdisplays the Progress
Status value associated with each update of the Action Step record.
Knowledge Base...
[screen id] (revised
May 2017)