Download the 4Action quick start guide

o Click on ‘Search’.
o All Users matching the criteria entered will be displayed.
o Click on ‘Select’ to ‘Assign’ the ‘Recommendation’
(The window will close and the user name will be updated on
the recommendation sheet.)
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Assigned to - To assign the Recommendation to a system user
click on the ‘Select User’ button.
o The ‘User Search’ page is displayed.
o Enter your search criteria. Search fields can be used
individually or in combination. You can also enter partial
data.
(To view all system users leave the search criteria fields
Blank and click on ‘Search’.)
o Click on ‘Search’.
o All Users matching the criteria entered will be displayed.
o Click on ‘Select’ to ‘Assign’ the ‘Recommendation’
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