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Mitratech Success Center

Approving Actions in CMO

Administrator users will largely be responsible for approving/completing Actions. This page details how to approve actions via the Action Details screen in CMO.

The left side of the screen provides a short how-to, detailing only the essential steps. Click the + on the right side of the screen to expand detailed step-by-step instructions with screen shots. 

Approve Actions via Action Panel

  1. Navigate to the Action module and open the action that needs to be approved. 
  2. Once the Action Details screen appears, click the Accept Complete button found in the Operations menu located on the left side of the screen.
  3. Depending on the status of the action, the completing an action varies for an approver. 
    1. For Request Complete status of the action: Accept Complete operation task will be available. 
+ Click here to expand/collapse the detailed step-by-step instructions

For Request Complete Status of the Action:

1. Navigate to the Action module and open the action that needs to be approved/completed. 

The Action details screen is displayed.

2. Click Accept Complete button from the Operations menu located on the left side of the screen. 
Note: This link will only appear when the action shows a Request Complete status. 
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3. Select the day of completion date and click OK
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4. The Action will now show an Complete status. 
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  • For Pending status of the action: Complete operation task will be available. 

For Pending Status of the Action:

1. Navigate to the Action module and open the action that needs to be approved/completed. 

The Action details screen is displayed.

2. Click Complete button from the Operations menu located on the left side of the screen. 
Note: This link will only appear when the action shows a Pending status.

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3. In the Complete screen, enter the details in all fields including the comment section and click OK.

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4. The Action will now show an Complete status. 

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