How to generate AdHoc Accountability Sign-off tasks

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• 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 ...

• 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 ...

• 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 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 ...