How to close an Action?

To close an action, you must open the record and use the "Close Out" workflow button. This process moves the action to a "Closed" (archived) state. 1

Steps to Close an Action

1. Open the 'Open' or 'Overdue' action.
2. Ensure any necessary completion details, such as the 'Date Completed' or final 'History' notes, are added.
3. Click the Close Out workflow button, which is located at the bottom of the form.
4. Confirm Yes when prompted.

The action's status will change to Closed, notifications may be sent if configured, and the record will close. 1