---
title: "Reviewing, Confirming, and Rejecting Actions"
slug: "reviewing-confirming-and-rejecting-actions"
updated: 2024-05-16T18:00:38Z
published: 2024-05-16T18:00:38Z
canonical: "support.smarteru.com/reviewing-confirming-and-rejecting-actions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.smarteru.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reviewing, Confirming, and Rejecting Actions

## Reviewing an Action

If a [user submits an action for confirmation](https://support.smarteru.com/docs/learner-interface-uploading-and-submitting-actions), the action's status will be set to *Review*.

To review an action:

1. From the Admin menu, select **User Admin**.
2. Select **Certifications**.

![Certifications Menu](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-2nkdattn.png)

The [Certifications Dashboard](/v1/docs/certifications-dashboard) displays.

1. Click **Management**.

![Management Button](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-u9gng5x4.png)

A new tab displays the Certifications Management workscreen. The grid displays all pending actions of users who you have permission to view.

![Certifications Management](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-h8kgig4u.png)

You may download the [User Certification Summary Report](/v1/docs/downloading-a-users-certification-summary-report) for a user by clicking the ![Download](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-vrlzbuzo.png) beside their name.

1. To review actions submitted for confirmation, select the *Review* status.
2. Click ![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-tr2ivxua.png) beside the action you want to review. The row expands to display the action's details. If a single action displays, it indicates that the learner must complete the action. In the example below, the only action is "Driver's License"

![Single Action](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-bkll46tf.png)

If the Action column displays <Action1> or <Action2> or ..." it indicates that the learner only needs to complete one of the listed actions.

1. Click![Checkmark](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-qyz6ylh0.png) the beside the action you want to review. The Confirm Action workscreen displays.
2. If the user uploaded attachments for the action, expand the Attachments accordion to review the files.
3. [Confirm](/v1/docs/reviewing-confirming-and-rejecting-actions#confirming-an-action) or [reject](/v1/docs/reviewing-confirming-and-rejecting-actions#rejecting-an-action) the action.

## Confirming an Action

To confirm an action, do the following from the Confirm Action workscreen:

1. In the [Main accordion](/v1/docs/reviewing-confirming-and-rejecting-actions#main), select the *Accepted* status.
2. Click in the **Accepted Date** field and select the date. If the action expires, the Expiration Date will be calculated based on the Accepted Date and how long the action is valid.

You may override the Expiration Date by clicking in the field and selecting the date.

![Accepting Action](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-1fljbvfs.png)

1. If needed, complete the following accordions:

- [Training Cost](/v1/docs/reviewing-confirming-and-rejecting-actions#training-cost) - This accordion is only applicable if your [account's **Training Cost Tracking** setting is checked](/v1/docs/account-settings#training-cost-tracking) and you are an administrator or have the [Edit Wages & Training Costs account permission](/v1/docs/account-permission-edit-wages-training-costs).
- [Attachments](/v1/docs/reviewing-confirming-and-rejecting-actions#attachments)
- [Notes](/v1/docs/reviewing-confirming-and-rejecting-actions#notes)

1. Click **Save**.
2. Click **Close**. The Confirm Action window closes.

After confirming the action, you may still edit the settings (e.g., Expiration Date, Notes, etc...) in the Confirm Action workscreen.

## Rejecting an Action

To reject an action, do the following from the Confirm Action workscreen:

1. In the Main accordion, select the *Pending* status.
2. Click **Save**.
3. Click **Close**.

The Confirm Action window closes. When the learner [views the details for the action](/v1/docs/learner-interface-learning-plan-actions-and-courses#action-details-not-completed-confirmation-required), it includes a message stating that it did not meet the requirements. The learner will need to re-submit the action for confirmation after making the necessary corrections.

![Action Rejected](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-g7xxbehi.png)

### Main

The Main accordion of the Confirm Action workscreen displays information about the action and enables you to change the status.

![Main Accordion](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-gkhrwgo7.png)

#### Accepted Date

This setting is only available when the status is set to *Accept*. Click the field to select the date that the action was accepted.

#### Expiration Date

This setting is only applicable if the [action expires](/v1/docs/action-expiration). The expiration date is calculated based on the selected Accepted Date.

#### Status

Indicates the action's status:

- Pending - The default status. Indicates that the learner needs to complete the action.
- Review - The learner has submitted the action and is waiting for confirmation.
- Accepted - The action has been confirmed.

### Training Cost

In order to use this feature, be sure to enable [**training cost tracking**](https://support.smarteru.com/docs/account-settings#training-cost-tracking) for your account.

![Training Cost Accordion](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-9j7ij37d.png)

If [training cost were entered for the action](/v1/docs/action-training-cost), that information will display in the Training Cost accordion of the workscreen. These values are provided as defaults and may be overridden.

#### Trainer

Select the trainer associated with the action.

Only one trainer may be associated with the action.

#### Learner Hours

Enter the number of hours the learner spent completing this action. The number of hours and the [learner's wage](/v1/docs/user-wage-information) at the time the action is accepted are used to calculate the training cost.

#### Trainer Hours

Enter the number of hours the selected trainer spent on this action. The number of hours and the [trainer's wage](/v1/docs/user-wage-information) at the time the action is accepted are used to calculate the training cost.

#### Extra Cost Description

Enter a description for any additional costs associated with this action.

#### Extra Cost Amount

Enter the amount of any additional costs associated with this action.

### Attachments

![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-z6qlv7wj.png)

To upload a file for the action on behalf of the learner:

1. Click **Upload Attachment**. Refer to [Supported File Types](/v1/docs/smarteru-file-uploads-1) for a list of supported file types.
2. Navigate to the location of the file.
3. Click **Open**.

If a file has already been uploaded for the action, you can preview the file by clicking its filename. To delete a file, click the X beside it.

![Previewing](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-cvqtdb51.png)

### Notes

![Notes Accordion](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/reviewing-confirming-and-rejecting-actions-image-hqgb1j4a.png)

Enter any notes about the action. The learner will not be able to view the notes.

## Related

- [Account: Settings](/account-settings.md)
- [Action: Training Cost](/action-training-cost.md)
- [Certifications Dashboard](/certifications-dashboard.md)
- [Downloading a User's Certification Summary Report](/downloading-a-users-certification-summary-report.md)
- [Learner Interface: Learning Plan Actions and Courses](/learner-interface-learning-plan-actions-and-courses.md)
- [SmarterU File Uploads](/smarteru-file-uploads-1.md)
- [User: Wage Information](/user-wage-information.md)