Completing client actions

When individuals complete, or no longer need, an action, you can complete the action. After an action is completed, you can update the completion details.

1. Sign in to your account.
   Your home page opens.
2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
3. Click a client name.
   Their Summary View opens.
4. Click Plan > Plan.
5. Choose the appropriate option:
   • Complete a client action by completing the following steps:
     1. Select Complete from the Actions menu of a client action. The Complete Action page is displayed.
     2. Select an outcome, a date of completion, add a comment if needed, and click Save.
   • Update the completion details by completing the following steps. By default, completed activities are hidden.
     1. Expand actions and select the filter icon to open the client actions filter.
     2. Select the Show Completed check box and click Apply.
     3. Select Update Completion Details from the Actions menu of a completed action. The Update Completion Details page is displayed.
     4. Update the outcome, the date of completion, or the comment, and click Save.