Once an action item is executed and submitted, the assigned party receives a new task in their Pending Tasks folder, prompting them to review its completion.
Clicking either the subject in the Pending Tasks folder or the button in the email opens the Review Action Completion form, where users can evaluate whether the action was properly executed and decide whether to close or reject it.
Key features of the Review form include:
- Feedback & Collaboration
The Action Item Result section remains editable, allowing users to refine the outcome, attach relevant files, and add comments to support their evaluation.
- Checklist Result
While individual checklist items cannot be edited, users can apply a final status to all items at once using the dropdown and button in the bottom-right corner of the grid.
- Closing or Rejecting the Action
At the bottom of the form, users have the following options:
- Close the Action: A button to finalize the action, concluding the Action Execution & Closure workflow.
- Reject: A button to reject the action.
- If selected, the action will be sent back to its owner for re-execution.
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