How to Access / Cancel / Reallocate Temporary Future Tasks

How to Access / Cancel / Reallocate Temporary Future Tasks

To Cancel Temporary Future Task Reallocation the First step is to Access Temporarily Reallocated Future tasks and then the second step is to cancell the existing reallocations.

Please see the below instructions on how to access these tasks:

A. Access Temporarily Reallocate Future Tasks:

  1. From the main menu, click the My Summary tab. The My Summary page displays. Hover over, or click, the Options menu icon. Click the Temporarily Reallocate Future Tasks icon.

  2. The ‘Temporarily Reallocate Future Tasks’ window opens.

Administrators can Temporarily Reallocate Future Tasks all Positions option

  1. Administrators have the option to Temporarily Reallocate Future Tasks from any Position in the GRC system. If a staff member has gone on leave without temporarily reallocating future Tasks, contact your Administrator to complete this requirement for you. Administrators can click the ‘Select User’ field and choose the Position whose Tasks they want to temporarily reallocate.

    Note: This field is only available to administrators. All other Positions can only temporarily reallocate their own future Tasks.

Now the next step is to cancel the reallocations. Once you have accessed the reallocations then please follow the below steps for cancellation.

B. Cancel Temporary Future Task Reallocation

  1. Access Temporarily Reallocate Future Tasks from the main menu, click the My Summary tab. The My Summary page displays. Hover over, or click, the Options menu icon. Click the Temporarily Reallocate Future Tasks icon.

  2. If you are an Administrator, select the Position.After selecting the user, fill out the remaining fields. Include a reason, date range, and the user for whom you want to cancel the reallocations.

  3. Next, go to the Existing Reallocations tab. Choose the tasks you want to cancel, and click the delete icon to remove the reallocations. Follow the instructions provided below:

  4. On the ‘Existing Reallocations’ 1 tab, either, select the all tasks 2 option on each tab, or select individual tasks 3 as required.

5. Click the icon to cancel all the selected Tasks reallocations. A Confirmation dialog is displayed. Click the OK button to proceed.

6. These task are removed from the list. Click the ‘Close’ icon to close the window.

Now you have succesfully cancelled all the reallocations.

    • Related Articles

    • Temporarily Reallocate Future Tasks

      Temporary tasks allocations can be done in the case when the user is on leave and you want to allocate another user to take care of the tasks in their absence. Please read the instructions below on how to reallocate the task and how to cancel it when ...
    • 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 Certificate Renewal Tasks

      Open Task via My Summary Current Tasks tab From the Main Menu, select SMCR | My Summary. Click the Current Tasks tab. Find your SMCR Certificate Renewal Task (using a filter or search). Click the ‘Complete the Task’ 1 icon.
    • 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 ...
    • Certificate Renewal Tasks - Create a Certificate Renewal Task

      This function allows the creation of a scheduled task to re-certify a person. Access Certificate Renewal Tasks. Click on the Certificate record 1 you wish to create a Renewal task for. The Certificate for the select Person window displays. Click the ...