How do I record an action as complete?

An Action can be marked as complete in two ways, ‘Prescribed Action Completed’ and ‘Other Action Completed’. ‘Prescribed Action Completed’ is when the original action required has taken place. ‘Other Action Completed’ is when the risk has been removed but via an alternative solution to the original action.

Both options are available on the right hand side of any ‘Action Detail’ screen for an outstanding action. 

When ‘Prescribed Action Completed’ is clicked, a popup will appear asking if you are sure you want the action to be marked off as complete.

If you say no, you will be returned to the 'Action Detail' screen. If you say yes, the action will be marked off as complete, and KPI figures will be updated instantly.

When ‘Other Action Completed’ is clicked, a popup will appear asking if you are sure you want the action to be marked off as complete.

You will also be prompted to enter information to describe the actual work that took place. Once marked as complete, KPI figures will be updated instantly.

You are also able to mass complete actions by going into the Action List and then on the left hand side of each action, there will be a tick box. If you tick the actions you wish to complete in mass (only 10 at a time) you will then see that the “Mass Select Options” icons will now be in colour. Simply then click onto the red overdue hand in order to complete the actions you have ticked. Further more, using the mass select option you are able to email the actions by clicking onto the envelope icon, change the Action Owner by clicking onto the small person icon, update the selected actions on mass by using the two arrow icons. Furthermore you are bale to mass remove actions by using the red cross icon, but only if you user level has the permissions to remove actions.