Action Point Dashboard
  • Action Point Dashboard Documentation
  • INTRODUCTION
    • Glossary / Terminology
    • FAQ
    • Releases / Changelog*
    • Report an Issue / Contact us
  • PRODUCT / END-USER DOCUMENTATION
    • Overview
      • Objectives
      • User roles and permissions
    • Action Points Dashboard Navigation
    • Overall User Interface
    • List of Action Points
    • Action Points Workflow
    • Action Points
      • Creation of Action Point
      • Modification of Action Point
      • Completion of Action Point
      • Additional options for Action Point
    • Connections to other modules
      • Overview
      • Action Points in FAM
      • Action Points in Field Monitoring
      • Action Points in TPM
      • Action Points in Trip Management (T2F)
  • TECHNICAL DOCUMENTATION
    • Architecture
    • Development Setup
    • Deployment / DevOps
    • Data Model
    • Fixtures & management commands
    • API Documentation
      • Error Handling
    • Backend module structure
    • Integration with permissions framework
    • Frontend
      • Module structure
      • Build process
      • Tests
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On this page
  • How to access the APs list in the T2F?
  • User rights
  • How to add and modify the AP in the T2F?
  • How to complete the AP in the T2F?
  1. PRODUCT / END-USER DOCUMENTATION
  2. Connections to other modules

Action Points in Trip Management (T2F)

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Last updated 6 years ago

How to access the APs list in the T2F?

In the T2F user can access the Action points list through the following steps:

  1. Click the reference number for the particular row to open the trip in the List of Trips:

2. Choose "Action Point" section:

User rights

The spreadsheet below describes the user roles and rights with AP in T2F.

How to add and modify the AP in the T2F?

Adding: via "+" button in the upper, right-hand corner of the list of APs:

Modifying: via "Edit" button in the end of the row with particular AP ("Edit" button appears after user hover the mouse over the particular line from the APs list )::

There is an additional option for duplicating the AP in the end of each row behind the edit button:

The creation and modification are provided in the modal window with the similar options as in the APD.

The difference is that the Related partner field is filled in accordance with the Trip partner and displayed in the AP details after the creation.

How to complete the AP in the T2F?

User can complete the AP which is created in the T2F by using the APD.

Clicking the reference number for particular AP takes the user to the AP details in APD.

The AP details screen for the AP created in the T2F has some differences:

  • The corresponding name of module is displayed in the Related app field,

  • Related Document field includes link to the task related to the Action point.

Modification of the AP, created in the T2F, is available in the APD as well.

List of trips in T2F
"Edit Trip" screen with the "Action Points" section
User rights with AP in T2F
Add button
Edit button
Duplicate button
Add Action Point modal window in T2F
Reference number for AP in T2F
APD: AP Details for AP created in T2F