Completing multiple Actions and Procedures
You can use this function to view or complete single Actions or complete multiple Actions.
You can complete Actions that are steps within a procedure in one process using the following method:
- Search for the record with the attached Procedures or Actions you want to complete
- Right-click the record and select Workflow - Show Actions/Procedures.
The Attached Actions/Procedures dialogue box will display all the Actions and procedures attached to the selected record.
- Right-click an item and select Complete All.
Alternatively, open the procedure by clicking its expand symbol.
This will show all the steps within that procedure.
Right-click the Action you want to complete and select Complete
- Click OK.
The Action has been marked completed.