My Actions makes it quick and easy to access forms requiring attention. This is great for tracking Fit and Proper Forms in progress.
If you have access to My Team Activity (i.e. Line Managers and Administrators) you will see a My Actions tab. This tab displays only form activities waiting on an action from the User.
In addition, we have also developed a new My Actions portlet which can be added to your Users' Home Page. If there are any forms requiring the User's attention, it will display the number of forms on the portlet. This filtered tab is available to everyone and is not limited to only Managers or Administrators. If you have been nominated to participate in the workflow of a form, whether as an owner or a contributor to a stage, you can easily navigate to My Actions through this portlet to view your outstanding actions. When there are no forms with outstanding actions, the portlet will say ‘No Outstanding Actions’.
My Actions can also be accessed through the menu.
This video shows you how to enable My Actions and explain what it looks like in action.
Useful guides: