Complete Actions

As an action administrator, you can mark outstanding actions as completed, which is useful for ensuring that all tasks are accounted for. This is especially helpful if a user has completed many actions but has not had the time to mark them as complete.

To complete actions:

1. Go to the Administration Zone and enter Manage Actions in the Search Admin Zone field.
2. Click the Manage Actions link that displays.
3. On the Manage Actions screen, click to display all outstanding actions.
   If many results appear, use the filters at the top to refine them by criteria such as entity record type, name, contact assigned to, and so on. To apply additional filters--status, priority, type, description, or entered by--click Additional Filters to open the Additional Filters pane.
4. Select the check box of each action that you want to manage.
5. Click Mark Complete.
6. On the Complete Selected Actions dialog box, enter some completion notes.
7. Click Apply.