Completing an Accountability Sign-off Task

Completing an Accountability Sign-off Task

A user can complete a sign-off task via:

(1) Email notification Express Complete

(2) My Summary Express Complete

(3) My Summary Task Completion

via Email notification Express Complete

  1. Open the notification email containing the Sign-off Task completion request.

  2. If you are fully aware that your Accountabilities are correct, click the here 1 link in the 'To Express complete this Task… ' line. The Task is immediately completed.
    Note: If you wish to check your Accountabilities before completion, click the here 2link in the 'To complete this Task… ' line, to open the Completion task and review ‘Statement of Responsibility’ tab.

via My Summary Express Complete

  1. From the Main Menu, select SMCR | My Summary.

  2. Find your SMCR Sign-off Task (using a filter or search).

  3. Hover over the Express Complete 1 icon to view the Task completion details you are about to action. Click the Express Complete 1 icon to immediately complete this Sign-off Task with a ‘Yes’ Outcome.

  4. The Sign-off Task is completed, and is no-longer displayed in the Current Tasks list.

via My Summary Task Completion

  1. From the Main Menu, select SMCR | My Summary.

  2. Find your SMCR Sign-off Task (using a filter or search). Click the ‘Complete the Task’ 1 icon.

  3. The Complete ‘Sign-off Accountability’ Task window displays. Review the Task instruction 1, and the ‘Accountability As At’ 2 date. Click the Statement of Responsibility 3 tab.

  4. Review and confirm the contents of this tab are as the ‘Accountability As At’ date. Click the Details tab.

  5. Select the ‘Outcome’ 1 answer. Click the ‘Add Comment’ to add a Comment if ‘Outcome’ No was selected, otherwise a comment is optional. Click the ‘The Task will be Completed’ 3 icon to complete this Sign-off Task. (Click the ‘Cancel’ 4 icon to close this window and stop completing this task.)

  6. The Sign-off Task is completed, and is no-longer displayed in the Current Tasks list.

    • Related Articles

    • Reviewing Accountability Sign-off task history

      A user can review their Sign-off Task history via: (1) Accountability Sign-off History Icon; or (2) ‘Accountability Sign-off Task’ Icon Via ‘Accountability Sign-off History’ Icon From the Main Menu, select SMCR/Accountable People and select your ...

    • Add, edit or delete an Accountability Sign Off task

      Add a Task Access Accountability Sign-off Tasks. Hover over, or click the Menu Options (hamburger) icon, then click the New Tasksoption. The New Task for Person (Entity) window displays, with Fields containing configured default values. Update fields ...

    • Creating AdHoc Accountability Sign-off tasks

      This function allows the creation of an AdHoc Accountability Sign-off Tasks for multiple people. Note: This function will create the AdHoc task(s) schedule, which can be view in Show Tasks, but the New Tasks monitor is required to create the Current ...

    • How to access Accountability Sign-off tasks

      Accountability Sign-off Tasks are found under the Allocations of an Accountable Person. From the Main Menu, select SMCR | Work with Accountable People. The ‘Accountable People’ list page is displayed. Find and click on the record of the required ...

    • How to generate AdHoc Accountability Sign-off tasks

      From the Main Menu, select SMCR | Accountable People. The ‘Accountable People’ list page is displayed. Hover over, or click the Menu Options (hamburger) icon, then click the Generate AdHoc Accountability Sign-off Tasks option. The Generate AdHoc ...