The Manage My Tasks app helps an individual view, track, and close tasks assigned to them, and review and publish the document when you are the document owner.
Overview: Reviewing Controlled Documents
Every Monday morning Document Owners will receive a list via email of the Managed documents that are due over the next 14 days.
If the document is not updated by its review date the Owner will receive an email telling them that the document is now overdue. This is sent every Thursday morning until the task is complete.
All documents to be reviewed by the Owner can be viewed
using the My Tasks App > My Reviews
To see a task list of the documents you are assigned to Review or Read
Open the My Task App to see the documents you are assigned to Read or Review. Documents that you
are reviewing can also be Published from the App.
- On the navigation menu click Go To:. Under the Task section click My Tasks.
The app contains three pages:
· Dashboard
· MyRead Tasks
· MyReviews
Dashboard Page
The Dashboard provides a quick summary of your tasks
· Documents to Read
· My Reviews
· My Unpublished Documents
You can select any individual document to open your task list filtered based on your selection.
Otherwise, select the tab from the navigation to go the tasks and review pages.
My Read Tasks Page
This page allows you to view and close open tasks that are assigned to you.
Closing Tasks and Uploading Evidence
Select the tasks you want to complete and click Mark as Completed.
Click Mark as Completed button to open pop-up to upload evidence.
If you need to upload evidence (like a sign off sheet) choose the file (PDF, Word, image, etc.) – File upload is not mandatory.
Click Confirm as Read button to complete the task(s). Note: your wording on closing tasks may be different as this can be customised in your settings.
The file will be automatically attached to each selected task as evidence.
The task list in app will be refreshed automatically to show only pending tasks.
My Reviews Page
This page allows you to review or publish documents for which you are the owner (by role).
My Unpublished Documents Page
This page shows you documents you have started, but haven’t yet published. You can follow the same publishing process for both Reviews and Unpublished page.
Publishing Documents
You can review and publish documents by (1) selecting your document (single select) and click
(2) Publish Document.
Add the publishing comments and you can toggle the Cycle the Review Dates and Broadcast Read Tasks to the Audience.
Click Submit button to publish the document(s).
