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Completing the Calendar Details Screen.

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Once an Action Item is completed the user can update the completion details on mobile. Users can navigate to the complete section and complete the following fields:

Step-by-step guide

  1. Select Action Item Status – toggle from Open to Closed 
  2. Enter the Action Taken.
  3. Select who the Action Item was completed by, the system will default to the user updating the details.
  4. Indicate the Action Item Completed Date, the system will default to the current date
  5. Users will need to click on the Check Mark located in the upper right corner to Save.


 



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