How to Approve/Reject an Action Plan Workflow
This articles list the steps to approve or reject an action plan workflow.
simplchek
Last Update 3 bulan yang lalu
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The action plan workflow will add a step for approval before allowing an assignee to close an action plan. The action plan assignee will add the pictures/comments, and instead of closing the action plan directly, they will submit it for approval. This step will trigger an email to the approver, who can close the action plan if satisfied with its information.
Example of Action Plan Assignee Task
The following is a sample email received by the assignee, who has action plan approval enabled. You will notice that it is set to Submit for Approval status instead of Close.
Example of Approver Email
The following is the email the approver will receive after the assignee has submitted the action task for approval. The approver must follow the steps below to approve or reject the task.
1. Click on the Take Action button.
You will notice the approver can Approve or Reject that action task.
2. Click the Approve or Reject button.