Convert an Admin Action

Once you have created an unidentified Admin Action, you can convert it to the type of action you need. You should always convert an unidentified Admin Action to a specific type before approving it.

To change the Action Type

Hover over the Change Action Type button, and select the specific action type from the list, for example, Pre-Award Notification.

select admin action type from menu

The page will refresh to display the type of Admin Action you selected. The item number stays the same, but the page section name and action number prefix change to match the type you selected.

admin action changed to pan

Immediately after you change the type of action, you can enter data into the available fields on the page. After you save and close the item the first time, you will need to unlock it to add or change information on the page.