To complete an action within a services resource plan

The procedure to complete an action within a services resource plan is as follows:

1. Navigate to Quick Menu > Allocations > Configuration > Resources. The Resource Details window is displayed.
2. Expand a category heading and linked resource subtype from the alphabetical list and select an associated services resource, or enter its name into the Search Resources field. By default the list is filtered to show Current resources. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Action Plan. The Action Plan tab is activated, revealing all integral plan actions within the Action History summary table.
4. Double-click on a row matching the action to be completed 2. The Action window is displayed, revealing the current target completion date for the action.
5. Enter the Completed date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the action was completed.
6. Use the Notes field to add contextual data in support of the action being completed 3.
7. Click on Save. The completion date of the action is displayed in the Action History summary table and each dependent action is unlocked, ready for onward progression of the plan i.e. the padlock icon () is removed.

Note

1 The Search Resources field will match against any element of the services resource description.

2 Dependent actions can only be completed in hierarchical order.

3 Any previous notes linked to the action will be preserved.

See related topics...

Services resource management overview

To revise the target date of a services resource action

To define the action path for a resource plan