To close an IR in EPC, the steps are as follows:
- Once you have either found or been directed to the object in EPC, click on the Collaboration button (indicated by the arrow):
- Selecting the Collaboration button will open the following tab:
- Click on the relevant action item. It will display the following fields:
- Click on the Close Topic button (indicated by the arrow).
- Selecting the Close Topic button will display the following page:
- Topic Type/Subject: These fields are disabled in this tab, preventing any modifications.
- Priority: This is a single-select dropdown field that displays the list of priority levels. It allows users to select only one value at a time from the dropdown.
- Impact: This is a single-select dropdown field that displays the list of impact levels. It allows users to select only one value at a time from the dropdown.
- Value: This is a single-select dropdown field that displays the list of value levels. It allows users to select only one value at a time from the dropdown.
- Due Date: This is a date picker that allows users to select the due date for the action item.
- Add Files: This is a file attachment field that allows users to upload any relevant files.
- Description: This is a text field that allows users to input a description for the action item. It is a mandatory field. Users can expand this field to encompass multiple lines.
- Cancel: This button allows users to cancel the process.
- Close Topic: This button allows users to close the topic/IR.
- Once selected, a pop-up window will appear with the following confirmation message:
- Click on either the Cancel button to cancel the process or the Yes button to confirm the closure.
- Once selected, a pop-up window will appear with the following confirmation message:
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