✅ Applies to: Compliance module, Risk module, Key Metrics module, Events module, Registers module, Contracts module, Control Library module, Document Library module, TriagePro module
Are you looking to change details of a Task already set up in the system?
Our system provides some capability to edit Tasks already set up in the system. Updating a task e.g. details, instructions, scheduling will apply for all future tasks generated.
⚠️Once a task has already been generated by the system and becomes a Current Task on a user's My Summary Page, ONLY the due date of the task can be changed. Details and task description/instruction WILL NOT be able to be changed for this current task.
ℹ️How to know if the Task has a Current Open Task: If the 1st reminder date of the Task has already been surpassed, the Task is a Current Open Task (unless already actioned and completed).
To change the details for all future iterations of the Task:
-
Navigate to the relevant Task in the Tasks tab of its module record.
-
Click into the Task to edit it.
-
Update the Task set-up to reflect the relevant changes required for the future.
-
Review updates and Save.
-
Changes made will now apply to future iterations of the Task.
Related Articles
Adding (Scheduling) the KRI Task
Adding (Scheduling) the KRI Task The KRI’s purpose is to record each measure as required. So, unlike a Compliance Process which can have multiple Process Control tasks, the KRI only has one task, record the measurement. Hence, the Task tab only ...
How to Change Current Task Due Date
Change Current Task Due Date ‘Change Current Task Due Date’ is ONLY used to change the Due Date of tasks listed in the My Summary | Current Tasks tab. That is ‘Change Current Task Due Date’ is used to change the Due Date of Current (generated) tasks ...
Completing a KRI Task
Note: The term KRI is configurable within Drova and may be called something different within your organisation. If you are unsure, speak to your site administrator. Complete a KRI Task via your ‘My Summary’ Page: Identify the KRI Task in the ‘Current ...
Reviewing Task Due Dates
You can view all the tasks that you have involvement with via the Roles and Responsibilities tab. Under the Page Menu you can view task that will come due via the Future Schedule option. You can also use the Display Task Calendar option to get a ...
Update Task Completion History
Note: Only Positions that completed this task, or have been allocated to a Security Group with ‘Edit’ Record Security Rights can update a Process Control’s Completed Task History record. Open the Task Completion History window. Select the date and ...