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How do I view who has or who has not completed Action Items?

Andrew -

Administrators can monitor completion of Action Items:

  • Within the Action Item, the Administrator can see a listing of who has completed and who has not completed the Action Item.  
  • For an individual Team Member, the Action Items can be reviewed within the Team Member’s record.
  • For all Team Members, the Administrator can run the Action Items Report.

 

To view completion from the Action Item:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear.  Click Go To My Action Items on the right.

  • Your list of Action Items will appear.  
  • Click the Name of the Action Item

  • Here you can view a summary of the Action Item.
  • Under Action Item Progress, you can see who has completed the Action Item and who has not yet completed the Action Item. Simply click the hyperlink for more information.

 

To view completion from the Team Member Record:

  • Within the Team Member’s record, click the Documents tab.
  • Here you can view when the team member completed the Action Item under E-Signature Documents and E-Signed Action Items

 

To view completion from the Action Items Report:

You can access the Action Items Report by following these steps:

  • Click WorkSpaces.  
  • Under your organization, click Administrator
  • The Administrator Home WorkSpace will appear. Click Reporting
  • On the toolbar, click Library
  • Click the Action Items Report
  • The report will run. You can click to Save the report or Export the report as a downloadable file.

 

 

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