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
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.
3. In the Complete screen, enter the details in all fields including the comment section and click OK.
4. The Action will now show an Complete status.