Completing Actions

Completing Actions

Actions may be completed in three basic ways.

  • Complete Without Note button 1
  • Complete by Editing the Action
  • Complete by Adding a Related Action

1 If your Firm Administrator has disabled the Complete Without Note function in Firm Preferences, this option will not be available to you.

Completing Actions Without Note

The following method marks the Action as complete without leaving any detail as to what happened to consider the Action completed.

  1. Locate the Action to be completed and open it in Action Summary view.
  2. On the Action Card, click Complete without Note at the front of the Action header.

The Action will be marked completed by the logged in User at the current date and time.

Note: Using this control will leave no log in the system of what specifically happened to complete the Action. AdvisorEngine recommends always adding details to indicate how the Action was completed.

Completing Actions by Editing the Action

The following method allows you opportunity to update the notes and other fields of the Action prior to marking it complete, creating a more accurate history of the process.

  1. Locate the Action to be completed and open it in Action Summary view.
  2. Click Edit on the Action Card.
  3. Select the Completed checkbox. Adjust the Completed By, Date, and Time fields if necessary.
  4. Make any other changes to the Action needed, such as updating the Notes or Time Spent.
  5. Click Save to commit your changes.

Completing Actions by Adding a Related Action

The following method of completing Actions involves creating a follow-up Action that documents how the first Action was completed.

  1. Open the Action Card to be completed.
  2. Click More > Add Related Action to select a Workflow Template for logging the completion of the Action.
  3. Fill in the details of the new Action, particularly notes of how the requirements of the parent Action has been fulfilled.
  4. Click Save and Complete Parent.

The parent Action will be marked completed by the logged in User at the current date and time.

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