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Complete an Action

Mark an action as Done when the task has been finished. Completing actions keeps your task list accurate and provides a clear record of work accomplished.

Before You Start​

  • You must be the assigned user or an administrator
  • The work described in the action should be fully completed

Complete an Action​

  1. Open the Actions module from the navigation bar
  2. Click on the action you want to complete
  3. In the detail view, locate the Status selector
  4. Change the status from the current state to Done
  5. The change is saved automatically

[GIF: Changing an action's status to "Done" from the detail view]

Who Can Complete Actions​

RoleCan Complete
Assigned UserOnly actions assigned to them
AdministratorAny action

Before Marking as Done​

Ensure the following before completing an action:

  • The task described has been fully executed
  • Any required evidence (photos, notes) has been added
  • Costs and labor hours have been recorded if applicable
  • Spare parts used have been documented

[Screenshot: Action detail view showing a completed action with all sections filled]

What Happens When You Complete an Action​

When you mark an action as Done:

  • The status change is recorded in the Activity section
  • The action remains visible in the system for historical reference
  • Reports and dashboards reflect the completion
  • The action is removed from active task lists

Reopening a Completed Action​

If an action was marked as Done by mistake or needs additional work:

  1. Open the completed action
  2. Change the status back to Open or In Progress
  3. The status change is recorded in the activity history

[Screenshot: Activity section showing a status change from Done back to In Progress]

Tips​

  • Complete actions promptly to keep task lists current
  • Add final comments or notes before marking as Done
  • Review costs and documentation before closing
  • Use filters to find actions ready for completion