9.5. Sign Off on the Action

Once the action item has been completed, the assigned reviewer will receive a notification in their Pending Tasks prompting them to sign off on the action.

They will also receive an email notification informing them of the assigned task.

Clicking on either the subject in Pending Tasks or the link in the email will direct users to the Sign Off on the Action form. This form displays all information entered in the Execute the Action form; however, all fields are set to read-only. Users can review the action’s execution and provide necessary feedback or comments. After completing their review, users then make a decision—to sign off on the action, officially marking it as completed, or to reject the action, prompting its return to the designated owner for necessary modifications.

1. Comment: This is a rich text field that allows users to input any relevant comments regarding the execution of the action.
   • If an action is to be rejected, this field will become mandatory.
     

     **Any notes provided in this field will be displayed to the assigned action item owner in the Action Not Complete form.

2. Action Rejected: This button allows users to reject the completed action.
   • If the action is rejected, it will be sent back to the assigned action item owner for modification or re-execution.
     • The action item owner will receive the Action Not Complete form.
3. Action Approved: This button allows users to approve the completed action, bringing the workflow to an end.