Overview
The Action Required folder helps you track orders that need attention without relying on email notifications. When you configure this folder, Mercury Network® automatically aggregates orders based on specific status events and timeframes. This ensures you can focus your attention on your most urgent tasks first. You can customize the folder settings to include orders with specific status updates, vendor comments, or those without updates within a certain timeframe.
How to Configure the Action Required Folder
In the top navigation menu, click Orders.
In the left folder menu, click the Gear icon next to Action Required.
Select each status event that you want to filter into your Action Required folder
Click All to select all status events, or None to clear all checkboxes.
Set the global timeframe under Include orders with these events from the last [X] day(s) to specify how far back the folder searches (e.g., 1–7 days).
Adjust individual dropdown filters for specific status events if needed.
Note: Dropdown menus allow tighter filtering than the global timeframe. For example, with a 7-day global timeframe, setting Revision Requested to 24 hours flags the order after one day of inactivity while keeping it in the folder for up to 7 days.
Click Save to apply your changes.
How to View Events & Remove Orders From Action Required
View Audit Trail Events
Double-click the order to open Order Details.
Review the Action required section at the top of the page. Each entry displays the date, time, and specific event that triggered the folder placement.
Remove Orders from the Action Required Folder
Orders automatically leave the folder once they no longer meet the criteria. To manually remove orders:
Method 1: Removing Orders in Bulk (Order Management)
In Order Management, select the order(s) you wish to remove:
Multiple non-adjacent orders: Hold Ctrl and click each order.
Multiple consecutive orders: Click the first order, hold Shift, and click the last order.
Click Remove from folder in the top toolbar.
Method 2: Removing a Single Order (Order Details)
Open the specific order to view Order Details.
Above the status event list, click Remove from action required.
Note: After an order is removed from the Action Required folder, you can still access the order in the appropriate folder within Mercury Network®.
Outcome
After configuring the Action Required folder, you will be able to see a consolidated list of orders that need follow‑up based on your selected criteria. You will also know how to review why an order appears in the folder and remove orders once action has been taken, helping you manage your workload more efficiently and proactively.