Independent Internal Actions

Independent internal actions allow you to assign actions with due dates that are not linked to any specific account item (COs, Audits, Etc.). 

To create an independent internal action, go to the Internal Actions Page and click “Create Internal Action”. 

Give your action a title, select a facility, responsible party and due date, and add instructions.

If you would like your internal action to repeat:

• Check the Repeat box
• Set the frequency of repetitions
• (Optional) Select a date on which the action should stop repeating

Once you have entered all of the relevant information, click save to create your internal action. This will send a notification to the responsible party.