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      Fulfill Action Items
      • 06 Oct 2024

      Fulfill Action Items


      Article summary

      Workflow Updates (Action Items) made from the Service Record page, via Email, or from the Self-Service Portal.

      Requirements:

      • Spaces ITSM Edition

      • Service Record Edit Permissions (Updates via Service Record)

      • Service Record View Permissions (Updates via Self-Service Portal)

      Workflow participants can fulfill Action Items from the following places:

      • Service Record page

      • Email

      • Self-service Portal

      Fulfill Action Items via the Service Record page

      You can update Action Items from the Service Record Page inside the Resolution Panel Action Items tab. The Action Item tab displays the Workflow Phases (collapsible), in the order they appear in the SR Template.

      Phase Progress Bar

      The Phase Progress Bar (collapsible) is shown per Phase in the Action Items tab and includes a counter of the Action Items completed thus far.

      In a scenario where a certain Action Item depends on a condition that isn’t met, the Progress Bar will display as 100% complete yet the Action Item counter doesn’t indicate that all items were completed.

      Completed Action Items are indicated (when a Phase is expanded) by a filled-in checkmark icon.

      Fulfill Action Items via Email

      Users can update Action Item Statuses via email and perform one of the following actions:

      • Approve

      • Deny

      • Complete

      • Reopen

      Fulfill Action Items via SSP

      Fulfill an Action Item from the Self-Service Portal

      Action Items can be updated by their Assignees directly from the Self-Service Portal.

      Once you’ve updated the Action Items, you can select one of the following:

      • Complete

      The next participant in the SR process will be notified

      • OK > Apply

      The update will be saved but not completed

      Complete a Workflow

      To complete a Workflow, click Complete.

      Completed Action Items can be re-activated at any point by clicking Reopen.

      Reopening an Action Item automatically reopens all subsequent (completed) Action Items in its SR process.