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OurOMC Documentation

Actions & Reminders

Actions are the individual pieces of work that move a request forward. A reminder is an action planned for a future date — chase a quote, book a contractor, follow up. Logging completed work records something that has already been done, with the date and any notes, so the request keeps a full history. A request cannot be closed until its actions are complete.

The planned date of the earliest open action drives the request’s action status — see Request Status Reference.

Add a Reminder to a Request [request-add-reminder]
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Add a Reminder to a Request [request-add-reminder]
  1. Open the request
  2. Click Add reminder below the Actions list
  3. Name the reminder
  4. Set the date it needs doing by
  5. Click Save to add the reminder
  6. reminder saved
Log Completed Work Against a Request [request-log-completed]
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Log Completed Work Against a Request [request-log-completed]
  1. Open the request
  2. Click Log completed below the Actions list
  3. Describe the work that was done
  4. Add any notes about the work
  5. Click Save to log the completed work
  6. completed work logged