About OneStart Action Lists

On this page:

• What is an Action List, and how can I access mine?
• Action List organization
• Action List tasks
• Changing your Action List

What is an Action List, and how can I access mine?

An Action List shows all electronic documents (eDocs) currently routed to you for action. From your list you can view the contents and routing history of each eDoc. You may be asked to approve, acknowledge, complete, or get an "FYI" for each eDoc in your Action List. Once you take the appropriate action, that eDoc automatically disappears from your Action List.

Note: The Action List count indicated on the Notifications tab is updated in 1-minute intervals. Thus, the number of actual items in your list may be out of sync with the number on the Notifications tab for up to a minute. The Action List itself, however, should always be current.

To access your Action List in OneStart, click the Action List link in the upper right of the OneStart portal, or select the Notifications tab.

Action List organization

Your Action List in OneStart is organized in a table, with one row for each eDoc. The columns include the following eDoc properties:

• Document ID: A unique number assigned automatically to each eDoc; the column also provides a direct link to view the eDoc
• Document Type: A descriptive document classification or category for the eDoc; refers to the set of eDocs that perform the same type of business function or transaction
• Title: A descriptive title for the document
• Action Requested: The action you are asked to perform on the eDoc (i.e., Approve, Acknowledge, Complete, or FYI)
• Initiator: The Network ID username of the person who initiated or authored the eDoc
• Date Created: The date and time the eDoc was created
• Route Log: Links to the Route Log, a screen showing the eDoc's routing activity history

Action List tasks

From your Action List you can view eDocs routed to you, view their routing activity to date, and respond to them:

• View and/or respond: To view or respond to an eDoc, from the "Document ID" column, click the number assigned to the eDoc.
• Route Log: To view an eDoc's route log, in the "Route Log" column, click the icon.
• Sort list: To sort the list of eDocs, click a column label link to sort by that property. To reverse the sorting order, click the same label again.

Changing your Action List

To change your Action List, click Preferences. You may change any of the following settings in the "Values" section:

• Automatic Refresh Rate: The rate, in integer minutes, at which your Action List refreshes or updates; the default refresh rate is 15 minutes, with the number 0 indicating no refresh
• Action List Page Size: The number of eDocs listed per page or screen; the default value is 10 per page
• Email Notification: If you have eDocs in your Action List, you will be notified by email. To turn off email notification, from the drop-down menu, select None. You can also select Daily or Weekly to receive a single email message once per day or week regarding all pending documents in your Action List.
• Fields Displayed in Action List: To show or hide Action List columns, check or uncheck the desired columns.
• Colors for the Document Route Status: Select background colors for documents of a given status in your Action List.

To save your changes, click Save. To exit Preferences without saving your changes, click Return To Action List.

Also see:

• For OneStart, how can I get help or ask questions?