Help CenterThe Wizard Page in Caction helps make setup easier by displaying all important settings in one place. Instead of clicking through different menu navigations , user can use the Wizard Page to quickly access and manage key setup areas related to Customer, Project, Job Comments, Digital Forms, Assets, and Product/Services.
Benefits :
- Saves time – everything you need is just a click away.
- Easy to follow – perfect for new users or anyone setting up the system.
- Keeps things organized – follow a clear flow and avoid missing steps.
Here’s how to get started:
Note: If you encounter a permission error or cannot open the page, please contact your system administrator. Access to the Wizard is limited to specific user roles for security and control purposes.
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At the desktop site navigation bar, go to Wizard.
Open Wizard Page Here: https://system.caction.com/wizard
*Note: Please contact your Admin if you do not have access to this page. Only few users are allowed to have access to the Wizard page.
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Click to select the menu.
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After selecting the menu, click on the sub-menu.
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Click on the “Save” icon after editing to save your changes.
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Click “Previous” if you wish to access the previous sub-menu page while clicking “Next” if you wish to access the next sub-menu page.
Tips for Better Setup
📅 Plan Ahead: Before diving into the settings, have a clear idea of what changes you want to make. This will help you move quickly through the steps.
💾 Save Frequently: Always click the Save icon after making changes to ensure your progress is not lost.
📝 Use Descriptive Names: When editing templates or categories, use clear and descriptive names to avoid confusion later.
🔍 Review Changes: After saving, double-check your settings to ensure everything looks good. It’s easier to correct mistakes right away.
🔄 Stay Consistent: Keep your settings aligned with your team's workflow to avoid discrepancies in how things are documented or used.
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