Completing an Action

Summary

This article explains how to mark an Action (a task or activity within Assure assigned to an individual or group for completion, tracking, and follow-up) as complete directly from a module record in Assure. It covers locating the action icon on a record, triggering the completion form, entering the completion date and comments, and saving the completed status. This process applies to any user with an Action assigned to them across any Assure Module.

Prerequisites

• An active Assure user account with appropriate role permissions to complete Actions. 

• At least one Action must be assigned to the relevant record.

• The record containing the Action must be accessible in the current Org Unit.

Problem / Intent

Users need to record the completion of an assigned Action against a specific module record in Assure. This process allows users to log when a task was finished, add supporting comments, and update the Action's status from open to completed, ensuring accurate tracking and compliance visibility across the organisation.

Steps

Step 1: Navigate to the Record

1. Log in to Assure.

2. Navigate to the relevant Module, using the left-hand navigation panel.

3. Locate and open the required record in the module list view.

Step 2: Open the Actions Panel

Click the action icon on the required record row in the module list view. 

This opens the Actions panel, displaying all Actions associated with the record.

Step 3: Initiate Completion

5.  Click the Complete button next to the specific Action you wish to complete. 

The system navigates to the Complete Action form (a form used to mark an Action as finished, capturing completion details).

Step 4: Enter Completion Details

6. On the Complete Action form, enter the following:

• Date: The date on which the Action was completed.

• Comments: Any relevant notes or details about the completed Action.

Notes & Warnings

Note: The Action status changes to Completed only after clicking Save & Close. Closing the form without saving will leave the Action in its previous state.

Note: Only the user assigned to the Action, or a user with appropriate Override Actions permissions, can complete an Action on behalf of another user.

Note: Completed Actions no longer appear in the default open Actions view. To view completed Actions, navigate to Task Management > Action Manager and tick the Show Closed and Removed Actions checkbox.

Note: After completing an Action, an Action Approver may still need to formally close the Action depending on your organisation's workflow configuration. Refer to the Action Details Screen article for the full action lifecycle.

Examples

Example 1: Completing a Corrective Action from an Incident Record

A safety officer has been assigned an Action to carry out a corrective measure following an incident investigation. The Action appears against the Incident Record.

Walkthrough:

1. Navigate to Modules > Incident > Incident Record.
2. Locate the relevant record in the list view.
3. Click the action icon on the record row.
4. Identify the Action titled "Install wet floor signage in warehouse B".
5. Click Complete.
6. Enter Date: 24/03/2026.
7. Enter Comments: "Wet floor signs installed at all entrance points. Reviewed by site supervisor."
8. Click Save.
9. The Action status updates to Completed.

Example 2: Completing an Audit Follow-Up Action

A quality manager completes a follow-up Action raised during a procedural audit.

Walkthrough:

1. Navigate to Modules > Audit > Procedural Audit.
2. Open the relevant audit record.
3. Click the action icon.
4. Locate the Action "Update emergency evacuation procedures document."
5. Click Complete, enter the completion date and comments, and click Save.

Troubleshooting

Symptom: The Complete button is not visible next to the Action.

• Cause: The Action may already be in a Completed or Closed status, or the user does not have permission to complete the Action.
• Resolution: Check the Action's current status. If already completed, no further action is required. If a permissions issue, contact your Assure Administrator to verify your role permissions.

Symptom: The Action still appears as open after clicking Save.

• Cause: The form may not have saved correctly, or a mandatory field was left empty.
• Resolution: Re-open the Complete Action form, ensure the Date field is populated, add comments if required, and click Save again.

Symptom: The completed Action is no longer visible in the record's action list.

• Cause: Completed Actions are hidden from the default open Actions view.
• Resolution: Navigate to Task Management > Action Manager and enable the Show Closed and Removed Actions checkbox to display completed Actions.

FAQ

Q: Can I complete an Action that is assigned to someone else? A: This depends on your role permissions. If you have the Override Actions permission, you may be able to complete Actions assigned to other users. Contact your Assure Administrator to confirm your permissions.

Q: What is the difference between completing and closing an Action? A: Completing an Action (using the Complete button) marks the task as done by the assignee. Closing an Action is a separate step performed by the Action Approver to formally approve and close the completed Action. Some organisations use Workflow Rules to automatically close Actions on completion.

Q: Where can I view all completed Actions? A: Navigate to Task Management > Action Manager and tick the Show Closed and Removed Actions checkbox to display Actions that have been completed or closed.

Q: Is a comment mandatory when completing an Action? A: By default, comments are optional. However, your organisation may have configured the New Comment field as mandatory on completion via Caption Maintenance. Check with your Assure Administrator if you are required to enter a comment.

Q: What happens to the Action after I save the completion? A: The Action status changes to Completed. Depending on your organisation's workflow configuration, the Action may either remain in a Completed state awaiting approver review, or be automatically closed by a Workflow Rule.

Related Articles

• Action Manager and Viewing Action History Logs - Central hub for viewing, managing, filtering, and reporting on all Actions in Assure, including completed ones.
• Action Details Screen - Covers the full Action lifecycle including completing, closing, uncompleting, and re-opening Actions from the Action Details view.
• How to Create Actions and Add Action Comments - Explains how to create Actions against records and add supporting comments.
• Workflow Rules: How to Set a Rule to Automatically Close an Action - Describes how to configure Workflow Rules to automatically close Actions on completion, removing the need for manual approval.
• Assure Records Status and Approval Process Overview - Overview of record statuses and the approval workflow that may follow Action completion.

AI Metadata

• Product Area: Task Management, Action Management
• User Role: All Assure users with Actions assigned to them; Action Assignees; Health and Safety Managers; Supervisors
• Tags: Complete Action, Action Status, Task Management, Action Icon, Complete Button, Completion Date, Action Comments, Completed Status, Module Record, Assure Actions
• Version/Region: All Assure versions, All regions
• Important synonyms: Complete Action = Mark Action as Done; Action = Task; Complete Button = Complete Option; Record = Module Record; Complete Action form = Completion Form
• Suggested embedding keywords: complete action assure, mark action complete, action complete button, action completion date, complete task assure, complete action on record, action icon record, save completed action, assure task completion, close action assure
• Relevant modules: Task Management (Action Manager, My Tasks). Actions can be completed from any Assure module record that supports Action creation, including Incident, Risk Assessment, Audit, Equipment Register, and all other modules. This is a single-workflow article with no explicit cross-module implications beyond the universal availability of Actions across all modules.