Ad Hoc Recipients

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Ad Hoc Recipients

The Ad Hoc Recipients section of the Protocol Actions page allows you to create FYI, APPROVE, and ACKNOWLEDGE action requests and specify recipients (persons or groups) for them. The recipients access the requests generated in their action lists.

Figure 756 Protocol Document, Protocol Actions Page, Ad Hoc Recipients Section Example

Table 377 Protocol Document, Protocol Actions Page, Ad Hoc Recipients Section Field Descriptions

Field	Description
Person Requests:
Action Requested	Select either FYI, APPROVE, or ACKNOWLEDGE. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.
Person	Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.
Actions	Click the add button to add your selection to as a row in the table below, which will become a numbered line item. Click the delete button to remove a previously-added line item row from the table. For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.
Ad Hoc Group Requests:
Action Requested	Select either FYI, APPROVE, or ACKNOWLEDGE. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.
Namespace Code	Populated automatically based on your selection in the Name field.
Name	Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.
Actions	Click the add button to add your selection to as a row in the table below, which will become a numbered line item. Click the delete button to remove a previously-added line item row from the table. For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.

The Ad Hoc Recipients section is standard for most e-docs in the KC system.

For more information about using the Ad Hoc Recipients functionality , see “Ad Hoc Recipients” on page 96 in Common E-Doc Tabbed Sections.