Custom Actions Checklist Vireo 3

Vireo Custom Actions Checklist 

The Custom Actions checklist appears in the bottom left corner of the View tab in Vireo.

Purpose 

The Custom Actions list allows institutions to customize their ETD workflow by creating lists of actions that must be taken before (or perhaps after) an ETD is ready to be approved and published. For instance, certain actions may need to be taken outside of the Vireo system, such as receiving signed approval forms, receiving fees associate with UMI publishing, or the delivery of the dissertation to UMI/ProQuest.

As an ETD proceeds through the workflow and customized actions are taken, admin users can check off these items in the Custom Actions list.

Using the Custom Actions Checklist 

To mark items off the Custom Action checklist, click the checkbox next to the action just completed. The box will be checked and the item will be crossed out.

Creating the Custom Actions Checklist 

Administrators and Managers can create and edit the Custom Actions checklist in the Application Settings subtab of the Settings tab.

To delete any of these items, drag the item to the trash can icon.

To add an item to the list, click ADD NEW. A form will appear in which you can add a new action.