How assignees record progress on an action, comment on updates and mark the action as implemented.

Applies to: action assignees and users who can edit the parent record. Module: Actions and the module the action belongs to.

From the Actions Module #

1. Select Actions and click the action in one of the grids.
2. The action opens with its details, assignees and due dates.
3. Click Add Action Progress Update, describe the progress and click Save.

From the Parent Record #

1. Open the record the action belongs to (for example a BCP resource) and go to the tab holding its actions.
2. Under the action, click Add Action Progress Update.

1. Enter the Progress Update (required). Added By and Date Added fill in on save.
2. Tick Completed if this update finishes the work, and add Attachments as evidence if needed.
3. Others can reply under Progress Update Comments with Add Progress Update Comments.
4. When the action is done, tick Implemented on the action.
5. Click Save.

The action status changes from Not Started to In-Progress once it has a progress update, and moves to the Implemented Actions list once Implemented is ticked.

Note: Changing the Due Date keeps the Original Due Date, so overdue reporting still shows the first date agreed.

Related Articles #

• Actions Overview
• Reviews & Actions
• Adding an Attachment