Actionable Items

This article will explain what an Actionable Item is and how you can access the Item(s). When a Driver removes a VIN from a BOL an Actionable Item is immediately created. You are notified through the Actionable Item feature which is located at the very top of your main screen in GoPhore.

Because this feature is located in the first bar of the Main screen, it is always visible regardless of what screen or Dashboard you are working in. A bold number (representing the count of unread Actionable Items) will appear in parenthesis directly in the Actionable Item field. 

If you have any suggestions of information that you would like to see in the Actionable Items view please let us know.

Quick Look:

• From Main Screen > Click "Actionable Items"
• Select "Show Items" > View Items
• Click on Item(s) > Select Action > Actions: "Mark as Read" or "Remove Item"
• Click "Mark as Read" to keep and view Item as read
• Click "Remove Item" to remove Item
• Click "Ok" to complete action
• To Refresh Count: From Main Screen > Click "Actionable Items" > select "Refresh Count"

Actionable Items

1. Beginning at the Main screen, click on the Actionable Items field.

a. In this example we see a bold (12) indicating there are 12 unread Actionable Items:

2. Go ahead and select Show Items from the drop-down menu.

a. The Actionable Item window is now open, unread items appear in bold, read items appear in normal (unbold) type:

3. To mark an Item as read, click on the Item (it will turn light blue), then click on the Mark as Read button.

4.  To Remove an Item, click on the Item (it will turn light blue), then click the Remove Item button.

• To select more than one item in no specific order: Hold the "ctrl" key on your keyboard, select the items, release "ctrl" key when done, then proceed with desired action.
• To select more than one item consecutively: Hold the "shift" key on your keyboard, select the first Item then select the last Item (all items between both will be selected), release "shift" key when done, then proceed with desired action.

5. Once done with either action (Mark as read or Remove Item), click on the Ok button to complete.

a. Confirmation the action was successful appears in the upper right corner of your screen:

6. Click on the Actionable Item button once again, and select Refresh Count to refresh.

 

This concludes what an Actionable Item is and how to access it.

If you have any questions, you can contact us at [e-mail] or call 760-267-9040