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Knowledgebase:
How to Auto Close Action Items
Posted by Jay Farr, Last modified by Jay Farr on 07 November 2013 12:13 PM

How to Auto Close Action Items

Also see – Auto Close for setup

Once you have the Auto Close feature set up for each of your ActionTracker surveys you will now see the Auto Close function appear in the “Status” section.

The Auto Close feature will only work for action items that have an “Open” status. 

Check the box for Auto Close in the Status box and click update.

 

Once you have activated the Auto Close feature for the action item, the Action ID changes color.  You can mouse over the action ID number to see when the action item is set to auto close.

The Auto-Close function is based on the “Last Update” date field.  This field gets updated anything a change has been made to your action item, including receiving/sending emails.

The Auto Close process automatically runs every day at 3 am (Central Time Zone). 

 


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