When you have completed a task or operational action, you will want to mark it as “complete” in the relevant job’s diary. Actions successfully marked as complete will change from black to green.

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How to Complete a Diary Action/Task

1. Select the relevant diary task.
2. Click on the blue check mark icon [].
3. From here, the system will confirm that you want to complete the task. Note that you can choose to timestamp this action to automatically record the date and time it was completed.  Alternatively, if this action was completed sometime in the past, you can uncheck this box and manually enter the actual date of completion. 
4. Click Continue.
5. The Diary action will be marked in green and the “By” column will display the code of the user who completed it. 

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Completing a Task That Has an Associated Email Template

To make processes efficient and standardized, Moveware gives you the ability to link email templates to Diary actions. So, if you complete a diary action, a pre-populated email template pops up, which you can modify if necessary. When the email is sent, the diary action is marked as complete, the time stamp is recorded, along with the user who completed the action. The email that was sent is stamped at the bottom left corner of the screen, in the Additional Notes area. 

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Mark a Diary Action as Incomplete

If an action was completed by mistake, you can un-complete it by repeating steps 1 and 2 above. 

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