13. Under manage for a specific action item, the program can add additional information or make any changes to the action item entered.
A. The program can mark the action item as completed once the action item is finished by checking Completed.
To remove an erroneously entered action item, click the trash can icon to delete it.
To create a copy of a current action item, click Duplicate.
B. To associate an action item to an existing case, select it from the Case dropdown option.
To assign an action item to an individual in your program, type their name into the Assigned To field.
Detail a deadline by completing the Due Date field.
Assign a specific classroom to an action item by selecting it from the Classroom dropdown.
C. Additional information describing purchases should be entered into the Investment section for the action item.
Checking the Required Documentation box restricts the ability to complete the action item until proper documentation has been uploaded to it.
Documentation can be uploaded as well by clicking on the +File button.