Working on "My Action Items" on the Dashboard Tab

To work on any of your action items, click on a category. A window will open from the right side of the screen listing all contracts in that category.

You can export the list of contracts from a category into an excel file using the Excel icon on the top right corner. The expand button will expand the window to the full size of the screen.

Click on a contract record in the list to open the contract. The contract will open to the page requiring your attention.

Once the information needed for your contract is provided and sent to the administrator, the contract will be removed from your action items list.