By default, an action item's status is set to Open. As action items are completed, users can change the action item status to Closed.
Step-by-step
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Instruction:
- Click on Modules from the left pane.
- Click on the Calendar Module module.
- Click on the Manage Action Items menu item.
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- Click the Action Item Name link from the Action Item List screen.
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- Complete the Complete section.
- Enter the Action Taken.
- Change the Action Item Status to Closed.
- Click the Save button.
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- We have introduced a new module Operational Performance Management (OPM) Module and for closing OPM action items.
- Before closing the OPM action Items, we have to select the Response and close the Action Item. To configure the response please refer - Activity response.
- If the Action item is closed then the Response field will be freeze.
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- If we have to update the Response, please reopen the action item and update the Response.
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