Documentation:PSAAS:Recording:changeactionitemstatus:Public

Change the Action Item Status

Important

This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Recording in Genesys Engage cloud.

When an action item is completed, change its status to Completed. Once the status is changed to Completed, the user who created the action item must either Confirm or Reject the change. When it is confirmed that the action item has been completed, the action item will no longer appear in the Action Item list. When the Completed status is rejected, the action item remains in the Action Item list and the option to Complete becomes available again.

When you finish the tasks associated with an Action Item, you can:

• Select to Complete the Action Item
• Confirm that the Action Item has been completed
• Reject that the Action Item has been completed

Complete an Action Item

1. In the top right corner of your SpeechMiner screen, click Action Items.
2. Under Actions, click the Complete link associated with the Action Item that has been completed.
3. In the Complete Action Item window, add a note that describes why the Action Item is complete.
4. Click OK.

Important

If you add a note in the Note field, the action item will be sent back to the evaluator for review.

Confirm that an Action Item has been completed

1. In the top right corner of your SpeechMiner screen, click Action Items.
2. Under Actions, click the Confirm link to approve the Complete status.
3. In the Confirm Action Item window, add a note that describes why you agreed to the complete status.
4. Click OK.

Reject the decision to complete an Action Item

1. In the top right corner of your SpeechMiner screen, click Action Items.
2. Under Actions, click the Reject link to dismiss the Complete status.
3. In the Reject Action Item window, add a note that describes why you disagree with the complete status.
4. Click OK.