This article will show you how to enable close out reviews for actions.
Firstly, go to your settings on the Work Wallet portal and click "configuration".
(Please note only wallet admins can access the settings.)
Here, you’ll see your Action Settings, which include:
-
Close Out Review
-
Date Change Justification
-
Action Email Notifications
These options are usually disabled by default. To use them, you’ll need to enable each setting as needed.
Click the enabled toggle under close out review. You will then be able to configure for which priority actions a "Close Out Review" is available. Finally click Save.
After you have enabled Close Out Review, when any of your users create an action, they will be able to select 'Require Close Out Review'.
When updating the action, the user will be given the option to mark it as either In Progress or Closed.
If the user selects Closed, they will be prompted to assign a Reviewer — this must be someone other than themselves.
Then the reviewer will get an email prompting them to review the action.
They will then have the option to approve the closeout or reject it which will then trigger an email to the person to notify them if it has been rejected. In which case, they would have to do the process again.
