Initiating Product Review Actions

Purpose

As a Meeting Owner, you initiate Meeting Actions so that assigned work can begin.

Prerequisites

Installation Package: CQ Core, CQ Design Extension, CQ Management Review Dashboard Extension

Product: ProductQuest

Function: Meeting Action

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Design Owner PSG, CQ Management Review Meeting Owner PSG

Record Status: New

Steps

1. Open the Meeting record. Then click the Actions tab.

2. Select the action Record Number.

3. Click Initiate in the Next Best Actions section.

4. Provide a Comment and specify the Password, if applicable.

5. Click the Save.

Expected Outcome

• The Action Status changes from New to Open.

• Email Notification is sent to action assignees.

Troubleshooting

• Cannot Initiate Meeting Action after Creation

Additional Resources

ComplianceQuest

• Completing Product Review Actions