When you complete an action, you must enter completion notes in the action record to sign it off.
-
Navigate to the
Personal Zone
-
In the Actions dashpart, click
for the action that you want to complete.
If the Actions dashpart is not displayed, click
to add it.
-
On the Actions Details window, use the
Completion Notes field to enter some completion notes.
For example, this might include a brief summary of the steps that you undertook to complete the action.
-
Click
Save.
- Optional:
If you are prompted to create a follow-up action, do one of the following:
- Click
Yes to create a new action.
- Click
No to finish without creating a new action.