Action tab

When you check in a checked out record, the Check In dialogue box displays the Action tab.

Some options may not be available, for example when it does not have an Action attached.

  • Action Tracking
    • Complete Current Action - completes the current uncompleted Action attached to the record
    • View Actions - views the Actions attached to the record
  • Assignee - Assignee Location for the record upon its return:
    • Leave As Is - retains the currently assigned Assignee Location
    • Set To Home - displays the currently set Home Location and uses it also for the Assignee Location
    • Set to Next Actions Location - displays the Location responsible for the next Action and uses it also for the Assignee Location
    • Set to Specified Location - select a specific Location to change the Assignee Location to.
  • Also apply Assignee change to the Container of this Record - also changes the Assignee Location of the container of the record that the document is attached to.
  • Status - enables you to:
    • Declare this Record as Final - sets the status of the attached electronic document to Final.

      This means that it can no longer be edited, although you can still make a supercopy.

    • Remove all previous Revisions of this document - removes all previous revisions of the document when making it final.