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Approving Actions in CMO

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Administrator users will largely be responsible for approving Actions. This page details how to approve actions via the Action Panel 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 Register and open the Action that needs to be approved. 
  2. Once the Action Panel appears, click the Approve and Close button.
  3. Enter in any additional comments in the Approve & Close Out pop-up screen and click Ok. 
+ Click here to expand/collapse the detailed step-by-step instructions

1. Navigate to the Action Register and open the Action that needs to be approved. 

The Action Panel will appear.

2. Click Approve and Close from the Operations menu on the left side of the screen. 
Note: this link will only appear when the action shows a Request Approval status. 
ApproveAction1.png

3. Enter in any  additional comments when the Approve & Close Out pop-up appears. Click Ok.
ApproveAction2.png

The Action will now show an Approved status and the additional comments will display at the bottom of the screen. 
ApproveAction3.png

 

 

 

 

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