|
|
|
|
|
|
|
|
|
|
|
|
|
|
Qudos 3 Help
How to close out an action
An Action is automatically classified as Closed when tab sections 1-4 have been completed. Completion of each tab section requires the following:
| Section | Title | Requirements |
|---|---|---|
| 1 | Event / Subject tab | An entry in the main text field and section to be locked |
| 2 | Action Planned tab | An entry in the main text field, an entry in the Date required field, and section to be locked |
| 3 | Action Taken tab | An entry in the main text field, an entry in the Follow-up required by (date) field, and section to be locked |
| 4 | Follow-up tab | An entry in the main text field and section to be locked |
The other tab sections have no relevance on the status of an Action being open or closed.
When an Action is closed, it may seem to 'disappear' from the Actions List. This is simply because the default setting for the Actions List is set to display Open records only. To see closed Actions, set the status filter to 'All' or 'Closed'.