4.3.9 Action Approve Task

 

Once an Approve Task is created it is possible to action task with the use of either new query or task query functions in the Admin Suite.


To action review task from new query:

    1. Navigate to the Workspaces Tab
    2. Click on the New Query icon (New Query windows appears)

      • Alternatively Click on the New Query icon on the left hand side

    1. Expand the Where Item Type Is menu
    2. Select relevant Item Type
    3. Specify other relevant search criteria
    4. Click Search
    5. Select required Item
    6. Right-Click item (Item actions menu appears)

    7. Task Query Window is opened in a new tab (task window appears)


    1. Select the Approve Task
    2. Right Click on Approve Task and Select Action Task  (task completion window appears)

Task Completion Window


    1. Select relevant Action to take:

      • Pass – Task can be passed
      • Fail – Task can be failed
      • Complete with current outcome – Task will be completed with the status based on the actioner’s votes
      • Cancel – Task will be cancelled

    1. Type in comment
    2. Click OK (Task is completed/cancelled and the item’s status is changed from Awaiting Approval to Approved)


To action review task from task query:

    1. Navigate to the Workspaces Tab
    2. Click on the Tasks icon (Task Query windows appears)

Task Query Window


    1. Expand the Task Type menu


    1. Select Approve
    2. Type in relevant item search criteria in the Item Search Options
    3. Click Search
    4. Select required Approve Task
    5. Right-Click task (Task menu appears)


    1. Select Action Task (Task window is opened and review task is displayed)

Task Completion Window


    1. Select relevant Action to take:

      • Pass – Task can be passed
      • Fail – Task can be failed
      • Complete with current outcome – Task will be completed with the status based on the actioner’s votes
      • Cancel – Task will be cancelled

    1. Type in comment
    2. Click OK (Task is completed/cancelled and the item’s status is changed from Awaiting Approval to Approved).


Note that once the Task is completed or cancelled by the System or Document Administrators it will no longer be displayed in the actioner’s My Tasks in the User Suite.