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 Tasks generated from these schedules. The New Tasks monitor generation of the Tasks is determined by the First Reminder Date.
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[Access ‘Generate AdHoc Accountabilility Sign-off Tasks’][] window.
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Update fields and selections 1 though 8 as required (See Elements of an AdHoc Sign-off Task for more information on each field). Persons 8 can be select and de-selected individually, or all at once 7. Click the Create Task 9 icon to create the tasks. (Or, click the Close 10 icon to cancel.)
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The tasks are created and are scheduled for generation. On the First Reminder Date the Tasks will be generated into Current Tasks by the New Tasks Monitor.
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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 ...How to access Accountability Sign-off tasks
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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 Open the notification email containing the Sign-off Task ...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 ...