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Every Action has the same core fields. Settings > Organisation > Actions lets your Organisation add extra parts to them when it needs them. Each part is an add-on. It is off until an Admin switches it on, so Actions stay simple for teams that do not use it.
Everyone in the Organisation can read Actions settings, and only an Organisation Admin can switch an add-on on or off.
Action add-ons showing Programme enabled and Waiting for a response disabled.

Action add-ons

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Open Actions settings

Choose Settings in the sidebar, then Actions under Organisation. The section is called Action add-ons and lists each add-on with a switch. If you are not an Admin the note says “Only an Organisation Admin can switch them” and the switches are unavailable.

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Switch an add-on on

Press the switch beside the add-on. Saphion adds the add-on’s fields to every Action in the Organisation and shows the switch as on only once it has done so. Nothing is optimistic: if Saphion refuses, the switch stays where it was and the reason appears under it. There are two add-ons.

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Programme

The dates a Project works to: its activities, milestones and the Actions that sit under them. Switching it on adds three fields to Actions: It also adds programme lines to the Organisation: summary spans, milestones and the activities that carry work. A Project then shows a Programme tab with its milestones on a timeline. See Projects.

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Waiting for a response

Work asked of somebody outside the Organisation: who returns it, how long they say it takes and the day they promise it. Switching it on adds three fields to Actions: Naming a provider grants that Contact nothing and sends them nothing. Working days follow your working week.

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Switch an add-on off

Press the switch again. Saphion removes the add-on’s fields from the Actions table and the add-on’s own records, but only if no record holds a value in them. Otherwise it refuses and says how many hold values, so nothing is lost silently:
Programme cannot be switched off: 3 Actions and 2 programme lines hold values in it. Clear them first.
Clear the values, then switch it off again.
Switching an add-on off removes its fields from the Organisation’s Actions. Saphion allows it only when no Action or programme line holds a value in them, so there is nothing to lose, but check who relies on the fields first.

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How it works

  • The add-ons belong to the Organisation, not to a Project or a person. Switching one on adds its fields to every Action.
  • A switch is a published change. Two Admins changing add-ons at once never overwrite each other: Saphion refuses the later one and asks you to try again.
  • An add-on’s fields join the Action’s other fields. What a person can see and change on an Action still follows its sharing. See Sharing and access.
  • Switching an add-on on or off is recorded in Audit.

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FAQ

You are not an Organisation Admin. The note above the list says who can switch them.
Records still hold values in its fields. The message counts them. Clear those values, then try again.
On the Action itself. Once the add-on is on, its fields join the Action’s other fields. See Actions.
  • Actions: How Actions work day to day.
  • Projects: The Programme tab and milestones.
  • Company: The working week that turnaround counts.