Completing current Actions

Use this task to complete current Actions assigned to a record.

1. Search for the record(s) whose current Actions you want to complete.

   Tag multiple records to complete their current Actions in one process.

2. Right-click the selected record(s) and on the Workflow menu, click Complete Current Action

   A confirmation message will appear.

3. Click OK to complete the current Action assigned to the record, whether in a Procedure or attached on its own.

   The Action has been marked completed.

   You can also complete an action using the Complete Action dialogue box.

   This gives you more control of the completion process.

   NOTE: If required, the Completion date/time can be modified from the displayed default , but the date must fall between the Action was date/time attached and the current date/time, if the set date is outside this period a warning will be displayed.

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