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You can add new Predefined Actions to the list manually from the Management Console using the Create Predefined Action page

Note

Note: To make your own predefined actions available for selection, you will need to ensure you have selected your Organisation as either Yes or Preferred under the Select Training Providers task under Setup / Management Tasks.

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Step-by-step guide

  1. Give the Intervention a suitable Name

  2. Select the type of Intervention:

  3. Input a Description

  4. Input the number of days the action is expected to last (Optional)

  5. Add the expected Published Date

  6. Optionally add the expected Retired on Date

  7. Optionally add the expected Reviewed on Date

  8. Input a version number for the action

  9. Optionally select the LoRs that the action provides the attendee when completed successfully

  10. Select the Skills addressed by the action if any (i.e. You can just address an LOR)

  11. Press the Add Predefined Action+ button to add the action to the list of Predefined Actions

    • Note: By default the IsActive parameter for new actions is set to FALSE

After Creating the action you will need to edit it to make it available (IsActive = True), and update additional the additional fields. 2.9.3 Edit Predefined Action

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