Published: 4th September 2017
If you need to change some details on an existing action then follow the guide below. Normally this will be to change a status from Pending to Completed.
If you would like to add a new action, then please click here.
First, go to the actions tab, and then select the action you would like to edit from the list of those already existing. Double click to open the action.
The action tab will appear, now choose which aspect of the action you want to edit. If, for example, you want to amend the status of an action, simply choose a different option from the drop down menu; e.g change Pending to Completed.
When changing the status of an action to Completed, ensure you tick the Action completed on box underneath. Next, enter the date the Action was actually completed (not when we added the action). The date will auto-fill to today but you can change this if it’s not correct.
Once you have made your change, click Save and Close.