Track the Status of Actions

The key benefit of tracking the status of actions in the Sensr Portal is that it allows administrators to identify and manage outstanding actions for different contacts and funds. Ultimately, tracking the status of actions allows admins to pinpoint the following:

• Where investments are in the process of completing subscription documents 
• Whether or not contacts have updated their profile details
• Whether or not the correct action is applied to the related contact or investment

There are two ways to track the status of actions: 

• Functions: Actions Page
• Fund Details Page: Actions Tab

Tracking the Status of Actions through the Actions Page

To view where an investment stands in their action workflow:

1. From Functions > Actions page you can view the number of contacts who have pending, completed, or cancelled actions in the related columns.

2. Click System Name to view the Action details and all the contacts who have been assigned this action. This is useful for general actions such as profile updates since this action applies to contacts across the system rather than investors in specific funds.

   

Tracking the Status of Actions at the Fund Level

To view the status of actions specific to investments at the fund level:

1. Navigate to the related Fund.

2. Click the Actions tab that display all actions that have been assigned and review the details paying close attention to the Status column.