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When is this helpful?

Example of Action Plan Assignee Task

Example of Approver email

Related article

When is this helpful?

The action plan workflow will add an additional step for approval before allowing an assignee to close an action plan. The action plan assignee will add the pictures/comments and instead of closing the action plan directly they will "submit it for approval". This step will trigger an email to the approver which has the ability to close the action plan if satisfied with the information on it.

Example of Action Plan Assignee Task

*This is the email received by the Assignee who has action plan approval enabled. You will notice that instead of "Close" it is set to "Submit for Approval" status.

Example of Approver email

Below is the email the APPROVER will receive after the assignee has submitted the action task for approval. The approver must follow the steps below to approve or reject the task.

  1. Click on the green Take Action button

  2. Click the Approve or Reject button

You will notice the approver has the option to Approve or Reject that action task.

Related article:

Workflow Setup and How to enable approval workflow

How does an Action Plan assignee receive the tasks?

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