Actions > Entering actions

Automatically translated from Dutch. Some wording may be inaccurate.

You can enter actions for different parts of Regelneef, such as employees and clients. Regelneef records the link so it is visible in the action list and you can reopen the corresponding details screen from the action.

You can also enter a general action, which is not linked to an employee, client or other record. Use File → New action or the corresponding toolbar button.

An action contains the following fields.

Category

The category groups actions for the relevant part of the application. If there is only one category, it is selected automatically. Otherwise, choose one from the drop-down list.

You can maintain action categories under Maintenance → Tables.

Created by

The person entering the action. This field is filled in automatically.

Action date and time / Remind earlier

The date and time when the action becomes due. If the exact time does not matter, leave it at 00:00. The recipient receives a notification in Regelneef on the action date, or the first time Regelneef is started afterwards.
Use Remind earlier to receive the notification between 5 minutes and 24 hours earlier.

Action

The description of the action.

For

The person the action is intended for. The logged-in user is selected by default. Open the selection table to select one or more other recipients. Whether you can create actions for others depends on the settings.