Complete an Action Item

To work with an action item, open the record of its process, click the Action Items tab, select the record of the action item, and click Edit. Or, respond to a request to work with the action item if one appears among your worklists.

Review its instructions and, as you work to follow them, update the Progress field and add comments as needed. Potentially, set a target completion date if you determine it will differ from the due date.

When work on the action item is finished, click a Mark Complete button in either of two places:

• The Action Items page for the process. Select the row for the action item before clicking the button.
• The Edit page for the action item.

In either case, a Mark Complete dialog opens. Add a comment and click OK. Once you do:

• The action item can no longer be edited or deleted.

• In the Action Items page of the process it belongs to, you can click the row for the action item to display its history.