Fulfill Action Items

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 

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 on the “Complete” button. 

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.