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Disable the 'Completed date' field in the Action Window for a Completed Action that has been reoponed.

Goal - To assist the user in Configuring the Action Management Process such that the 'Completed date' is not shown in the Action Window when a Completed Action is reopened in the system

As a prerequisite, the configuration can only be performed by an Admin user in the system - who has the access to making changes in the 'Action Management Process'. Also the Admin user should have the access to Complete, Reopen an Action in the system.

  • Begin by logging to the CMO Application.
  • Go to the Actions module and click 'New' to create a new Action.

Reopened Action Completed date - 1.jpg

  • Fill in the required details for the new Action. Click 'Save' to create the Action.

Reopened Action Completed date - 2.jpg

  • Open the Action Window of the newly created Action. In the Action Window, Click 'Complete' button to Complete the Action.

Reopened Action Completed date - 3.jpg

  • Click 'Ok' to complete the Action.

Reopened Action Completed date - 4.jpg

  • In the Action Window for this Completed Action, now Click 'Reopen' such that the Action status is changed to 'Pending' again.

Reopened Action Completed date - 5.jpg

  • Click 'Ok' to reopen the Action.

Reopened Action Completed date - 6.jpg

The 'Completed' Date is still visible in the Action Window.

Reopened Action Completed date - 7.jpg

RESOLUTION: In order to remove the 'Completed date' from the Action Window for a Reopened Action, following steps need to be performed by an Admin user.

  • Go to Admin >> Action Management Process.

Reopened Action Completed date - 8.jpg

  • Click Default.

Reopened Action Completed date - 9.jpg

  • In the Transition step Window, click 'Reopen'.

Reopened Action Completed date - 10.jpg

  • In the Reopen transition window, click 'Clear' for 'Edit Completed Date and User' field.

Reopened Action Completed date - 11.jpg

After the above steps are performed, Reopening a Completed Action will not show the 'Completed' date in the Action Window as shown below:

Reopened Action Completed date - 12.jpg

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