10.1.1. Review/Update AI

Once the Define an Action item form has been submitted, the assigned user will receive a notification in their Pending Tasks informing them that they need to review/update the action item.

They will also receive an email informing them that a new action is ready to be reviewed.

Clicking either on the subject in Pending Tasks or the link in the email should direct the user to the Review/Update AI form. This form is largely a duplicate of the Define an Action Item form, with the exception being that almost all of the fields are disabled. Users can, however, download any attached files as well as perform Excel-related activities (export, import, and create an Excel template). Listed below are the two other primary differences between the forms:

1. Comment

• Comment: This field allows users to input comments (see previous instance for details on this function).
• Approved/Reject: These buttons will be explained below.

2. Approve or Reject

At the bottom of the Review/Update AI form, there are the two following buttons:

• Approved: This button allows users to approve the action item.
  • If selected, the Define Action Items workflow will end.
• Reject: This button allows users to reject the action item.
  • If selected, the assigned user will be tasked with modifying the action item.