To see which tasks have been generated for you to complete, from the main menu, click the My Summary option.
If the Current Tasks tab appears, you have Current tasks you are required to complete. If this tab does not appear, you do not.
Look for, or filter by, Type Compliance Task in the Current Tasks list.
Depend on the task configuration and requirements, and the system configuration, you may have the option to Express complete (yellow arrow) the task. The pencil icon complete (red arrow) will always be available. Click one of these icons to complete the task. The Express complete icon will not appear if 1) the task is an attestation task, or 2) the task requires a comment, or 3) the task requires an attachment.
If you system is configured for single click express completion, clicking the Express Complete icon (yellow arrow), will complete. Hovering over the Express complete icon will display the information the task will complete with. If this task requires further amendments before competion, do not click this icon, click the pencil icon instead, to formally complete the task.
If you system is not configured for single click express completion, clicking the Express Complete 1 icon, will display a confirming window with the information complete the task will complete with. Hovering over the Express complete icon will displays a different message to the single click hover message. If the information in the displayed confirming window is correct, click Yes 2. Otherwise click No; the confirming window will close and the Complete the task window will open.
Click the Complete the Task icon (red arrow) to display the Complete Process Control window.
If you wish to change the date this task was Actioned On (or recorded on) from today to another date, select the new Actioned On date.
If the task has been setup as an Outcome task, read the Outcome question then select Yes/No or Pass/Fail . A selection of No or Fail will require a Comment to be added.
To add a comment, click the Add Comment icon.
The Add Comment window displays. Enter in your text, then click the Save icon; or click the Cancel icon to stop adding a comment.
To add an attachment, click the Attachments 1 tab. Drop file(s) in the Browse field, or click Browse 2 to locate and select the file(s) you wish to attach. Files can be also be attached one at a time. After a few seconds the files will re-appear into the File attachment list 3.
To complete the Current Task, click the Complete Task icon.
If all required information is entered correctly, the task will complete and the window will close. If an error message appears, correct the error, then reattempt clicking the Complete Task icon. Repeat until all errors have been cleared and the window closes.