4.3.17 Action Feedback Task

 

Once a Feedback 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 feedback 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


    1. Select the Feedback Task (Action Task button becomes available)
    2. Click Action Task (Task completion window appears)


Task Completion Window


    1. Select relevant Action to take

      • Accept – Task has been accepted and will be completed later
      • Reject – Task has been rejected and will be completed later
      • Accept and Complete – Task has been accepted and completed straight away

    1. Type in comment
    2. Click OK (Task is accepted/rejected and the item’s status remains as Released)


To action Feedback 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 Feedback
    2. Type in relevant Item Search Criteria in the Item Search Options
    3. Click Search
    4. Select required Feedback Task
    5. Right-Click task (task menu appears)


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

Task Completion Window


    1. Select relevant Action to take

      • Accept – Task has been accepted and will be completed later
      • Reject – Task has been rejected and will be completed later
      • Accept and Complete – task has been accepted and completed straight away

    1. Type in Comment
    2. Click OK (Task is completed/cancelled and the item’s status is remains as released)


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