Use the Actions object to see documents, sorted by priority level, that have you listed as the Ball in Court (BIC). When documents are created or edited, they are assigned a Ball in Court (BIC) and a priority level. These assignments determine in whose action list this document will appear and the document's priority level. Click the priority level to view all the documents in your court for that level. You can then click the document title to open that document.
The interface tracks all action items the BIC addresses. When an item in the action list is completed, the BIC changes to another user, and the action item is displayed with a strikethrough.
For example, suppose Steve Johnson has a Request for Information (RFI) in his action list. He opens the RFI from his action list, changes the BIC to someone else, and returns to his action list. The document in the action list will have a strikethrough. The interface removes all documents with a strikethrough from the action list at the next log in.
Notes:
When initially setting up each user in the Contract Management Administration Application, you must enter a contact abbreviation and initials, which must have a matching contact abbreviation and initials in the Company Directory to be used as the BIC for documents. For example, user Steve's company abbreviation is ACMEGC, with initials SJ. When you log into the interface as Steve, you will see actions sorted by priority that have a BIC of Steve.
From the Actions object, click Customize to open the Customize Actions Dialog Box to set preferences for which alerts appear in the Actions object in the Workspace.
You can assign a document a BIC and a priority level from a document window.
Document icons in log and document windows display a red exclamation point for high priority items and a blue down arrow for low priority items.
Click Forward in the action list to forward an action to another contact’s inbox for follow-up.
Use the Customize Actions Dialog Box to select which documents appear in the action list and how they are organized.
All of the documents in your action list have you assigned as the BIC or the vendor redirect for another company. You can only access the documents to which you have access rights.
If you have selected the option Exclude Actions from Closed and Rejected Projects in the Customize Actions and Alerts Refresh Dialog Box, then actions from closed and rejected projects will not be included in the Actions log window or Control Center object after the refresh process runs.