Adding Tasks

 

 

Level 1 or 2 Users can add compliance tasks to Checklists.

 

View the Checklists using the Compliance Checklists option.

Expand the detail of a Checklist.

Click on the Add Task link in the Relevance box.

 

Enter the following in the entry screen:

 

1.  Description of the task.

2.  (Optional) Additional information.

3.  Target Closure Date.

4.  User Responsible (this person needs to be an existing user of the system).

5.  Functional Group/Department of the User Responsible.

6.  Priority (High, Medium or Low).

 

To Edit a Task, or to Close it, click on the Task ID and select the Edit, Complete or Trash options. View History shows the change history for a Task.

 

To complete a Task you need to enter a Completion Comment.