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Date Completed column in Actionee tab
Date Completed column in Actionee tab

Allow each actionee to complete their own part of the action assigned.

Philippa Bone avatar
Written by Philippa Bone
Updated over 4 years ago

This feature gives users the capability to add completion date per action they are assigned to. Here’s how:

  1. Action Owners assign or add Actionees. They can also view who has completed the action via the Completed column.

Actionees receive a notification once the Action Owners click the Send Email button in the system.

Once notification is received, Actionees can access the action by clicking the link provided or by logging into the system. Actionees who do not have access to the system can just click the designated button shown at the bottom of the screen.

Actionees can fill out the form and click Save once action is completed. Please note that only current and future dates are allowed. The Comments / Notes section is optional.

Once all Actionees have put in their completion date, the system will notify the Action Owner that all Actionees completed the action. The action owner can then complete the Action.

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