Finalizing follow-up actions
After you have added and implemented the action specifications related to a follow-up action, and completed the follow-up action itself, you finalize the follow-up action. The field Finalized? is automatically set to Yes in Planon ProCenter .
 | If configured, a business event is sent to the decision model. The Finalized? field can be used as an Attribute in the decision rules. For example: a decision rule on Expected costs > 5000 and Finalized=T. |
Procedure
1. Go to the Assessments TSI > Details level > Follow-up actions step.
2. Select the follow-up action you want to finalize.
This action is also available for Action on selection.
3. On the action panel click Finalize.
The field Finalized? is automatically set to Yes and if configured a business event is sent to the decision model.