Manage a Task in Compliance

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Navigation in this area is similar to the My Tasks section of the Dashboard. For each task it is possible to fill in the form on behalf of the employee, ignore it on behalf of the employee or resend it. You can resend the form to the original recipient or resend to a different recipient.

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To Manage Tasks in Compliance:

1. Navigate to Compliance >> Tasks.

2. Select the section you wish to view at the top of the page (Overdue, Issued, Upcoming, Completed, Ignored).

• Overdue (not completed by the due date).
  • Click Fill in Form to complete the form on that employee’s behalf. You will be recorded as the submitter.
  • Click Resend Email to send the employee a new email notification of the task.
  • Click Ignore to ignore the form on the employee’s behalf.
• Issued (assigned, not complete but not yet overdue).
  • Click Fill in Form to complete the form on that employee’s behalf. You will be recorded as the submitter.
  • Click Resend Email to send the employee a new email notification of the task.
  • Click Ignore to ignore the form on the employee’s behalf.
• Upcoming (forms that are scheduled to be sent in the future).
  • Click Fill in Form to complete the form on that employee’s behalf. You will be recorded as the submitter.
  • You will not be able to resend the notification email as it has not yet been issued.  to send the employee a new email notification of the task.
• Completed (all forms completed in the system).
  • Click View to see the responses to the form (only responses will be shown, not the questions or other fields from the original form design).
• Ignored (forms that have been ignored either by employees or auto-ignored).
  • Click Fill in Form to complete the form on that employee’s behalf. You will be recorded as the submitter.
  • Click Resend Email to send the employee a new email notification of the task.

Bulk Action Tasks:

 To bulk ignore or bulk resend multiple tasks at one time:

1. Select the tasks you wish to ignore/resend by checking the box to the left of the task.

2. Select Bulk Actions at the top of the page.

3.  Select either Bulk Ignore or Bulk Resend to complete the action you wish to take with the selected forms.

Tip: The Resend button mentioned in this article is a useful feature that allows you to reissue tasks to other employees if there have been changes in organisational structure, or any other reason that would require a new respondent to a form. For more information, see How to reissue a Task to a new person.

Note: If you wish to remove forms from the Overdue or Issued tabs, we suggest clicking ignore, rather than deleting. This is so that forms that aren't completed by employees are registered as such in the completion analytics. If a form is deleted, it will be as though it was never issued.  We recommend against deleting any forms in the compliance page unless they were definitely sent in error. Incomplete and ignored forms help to give an accurate picture of the responses to processes you are running in your system. Any patterns of ignored/incomplete forms will help to identify issues and opportunities for improvement.