Associating worksheet actions with documents
When a user creates a document template for a Public Protection worksheet, they can associate an Action code with that template. Then, whenever a document is created using that template, the associated action is automatically added to the corresponding worksheet's Actions tab.
If a specific action is not selected, Action code 9003 is used by default; typically, the description of this code is WP Document, but this can be changed by your authority.
Tip
Documents that are not going to be stored in the NEC Document Management repository should not be associated with actions that trigger Attach File events, because in this case there will be no files to attach.