When documenting Action Steps on the Goals screen, the user can choose 'Yes', 'No', or 'n/a'. When clicking on the Action Step, a dialog box appears for the user to select or enter a 'Rating' and note.
If it is desired to always automatically show the 'Ratings & Notes' dialog box after selecting 'Yes' or 'No', go to the Setup-Company Info section and select one or both of these options:
If the "Yes" option is set, then the 'Ratings & Notes' dialog box will automatically appear after the user selects 'Yes' when clicking the Action Step button.
If the "No" option is set, then the 'Ratings & Notes' dialog box will automatically appear after the user selects 'No' when clicking the Action Step button.
If both the "Yes" and "No" options are set, then the 'Ratings & Notes' dialog box will automatically appear after the user selects 'No' or 'Yes' when clicking the Action Step button.