How to tell the difference between Added and Actioned

Introduction

Within AutoMail and Practice Management it is possible to store electronic documents. For example, an AutoMail letter or a report containing a Tax Computation. With each document stored will be categorised as added or actioned.

AutoMail Documents

Added documents require further attention. For example, an AutoMail document that needs to be printed. An actioned document does not need any further attention. For example, an AutoMail letter that has been printed.

Practice Management Documents

Added and actioned is used for other documents for Practice Management.

Each of these will automatically have a status of Actioned:

• Email

• Report logging

• External documents

• Phone calls

IRIS Docs

You may be using the IRIS Docs document management system. If you produce an AutoMail letter it is recommended that it is saved as Added, by selecting Print Later when you generate the document. When the document has a status of Added you are still able to edit the document.

When a document has been actioned it will be saved into the IRIS Docs archive and will not be editable.