Add an action (Exit Interviews)

This article covers: Add an action.

Before you start

Access. You need access to Separation > Exit Interviews. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps

Open Separation > Exit Interviews.
Select Add an action.
In the window Follow-up actions fill in the fields below.

Field	Required	What it means and what to enter
What has to change	Yes	Type the what has to change.
Owner (employee number)	No	The person in charge. Start typing a name or code and pick a match.
Due date	No	The day it must be done by.
Status	No	Whether the record is in use. Choose one: Open, Done, Dropped.

Select Save.

The window closes and the table shows the result.

TIP

A star after a field name means the screen requires it.

If something does not work

The button "Add an action" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.