Obsoleting a Position but there are Current Tasks outstanding
Steps to enable a user's Position to be Obsoleted but the user has Current Tasks outstanding on their My Summary Page:
Select the user's Position from the drop down list of Positions in the top right corner of your My Summary page. This will load the user's My Summary Page.
Transfer each Current Task to another user by clicking on the 'Transfer this Current Task' icon next to the Task action pencil icon.
Once the user's My Summary page is cleared of all Current Tasks, this part of the process is complete.
Related Articles
Obsoleting a Position
Does a staff member need to be removed from the system as they have left the organisation and their position will no longer be filled in the future? Our system provides the capability to Obsolete user positions which deletes them as an active ...
What are my Current Tasks?
A Current Task is generated from a task on a scheduled date, and is required to be completed by the Actioned By’s 1 Position. A Position’s 1 Current Tasks are listed on the Current Task tab of the My Summary page. From the Main Menu select My ...
Viewing current Open/Overdue tasks
✅ Applies to: Compliance module, Risk module, Key Metrics module, Events module, Registers module, Contracts module, Control Library module, Document Library module, TriagePro module ⚠️Security/System permissions required to perform action: full ...
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 ...
How to reactivate Completed Tasks
Are you looking to re-activate a completed task? Our system provides the capability to reactivate a Task after it has been completed by its Task assignee/actioner to provide flexibility and enable compliance where any completion inadequacies or ...