Approve Action Item

When an Action item enters the approval workflow, the designated authorities are responsible for advancing the record through each stage until it reaches the final stage. At the final stage, a user (typically an Approver) reviews and approves the record, thereby resolving it.

To approve and resolve a record, follow the steps below:

1. Login as a user who is assigned as an authority in the first stage of the workflow and click on the Open Action Item button from the email notification.

   

2. Additionally, users can access the Action Item assigned to them by setting the My Assignments view from the dropdown at the top.
3. On the Action Item records screen, click on the Claim button.

   

   Note:

   • The Claim button appears when there are multiple authority types in the workflow stage, and any one of the authorities should manually claim the record.
   • If there is only one user in a stage, the record is auto-claimed if configured in room settings.
4. Once the assigned authority claims the record, the action buttons appear as configured in the workflow.

   

5. Click on the Complete button, fill in the necessary details in the Complete Implementation form, and click on the Complete button.

   

   Note: The display of forms and other sections, upon clicking an action button, depends on the Triggers configured within the workflow.
6. Once the record is completed, it is transitioned into the next stage, i.e., Implementation Approval, and the record displays the statuses as configured in the workflow.

   

7. As the assigned authority in the last stage, access the Action Item through the email notification or the My Assignments view.

   

8. Open the Action item, claim the record and click on the Approve button above the Quick View panel.

   

9. Enter the required details in the Approval Form and click on the Approve button.

   

10. Once the Action Item is successfully resolved, all the authorities for whom the notifications are enabled, receive an email stating the Action Item is resolved.

    

11. On the Action Item record page, click on the Close Action Item button above the Quick View panel.

    

12. On the Close Action Item popup, mandatorily add a comment and click on the Close Action Item button.