To complete a Recommended/Preventive Action, first locate the task and open the Recommended Actions modal.
Recommended/Preventive Actions must be completed within the worksheet where they were created.
Once a user has located a pending task and completed the necessary work, completing the task is straightforward:
- Open the Recommended Actions Modal
Click the context menu (three dots) beside the record containing the task, then select Recommended Actions > Complete Task. - Complete the Required Fields
Fill in the remaining fields within the modal. If the action is fully completed, ensure the “Yes, complete this action on Save” checkbox is selected. - Save the Task
Click the Save button to finalize the task.
Note: Once an action is completed, it cannot be edited. If additional adjustments are needed, create a new task to maintain a clear history of actions taken.