Completing a General Task

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

Once you've completed a general task, you'll need to mark it as COMPLETE. Note that if you are the owner of the program (the Primary Contact of the location), you may delegate the task to a secondary contact of the location to complete. Also note that you may add a comment to any task.

To add an attachment to a task:

If a task requires an attachment*, the task cannot be marked complete until an attachment has been uploaded. On the right side of the GENERAL INFO tab, locate the REQUIRE ATTACHMENT field. If YES appears, then an attachment must be uploaded before the task can be marked complete.

  1. Click the ATTACHMENTS tab of the Task profile page.

  2. Click the NEW button.

  3. In the LABEL field, enter a name for this attachment, the file type, and a brief description. Note that the name entered here does not need to match the actual document name. The name you enter here is the name that will appear in the Attachments list.

  4. Click the BROWSE button, then locate and select the file.  
  5. Click the SAVE & RETURN button. The file is added to the ATTACHMENTS tab.  



    The file that you uploaded to complete the task is also accessible from the Location profile.  Select LOCATIONS from the main menu. Click the desired location; the attached file can be accessed from the PROGRAMS tab or the ATTACHED FILES TAB.

    View attached files from these tabs


While both attachments and attached files are documents of various types, in Program Compliance the terms differ slightly. Attachments (documents listed on the ATTACHMENTS tab) are files that you provide, which you upload to the system. In contrast, attached files (documents listed on the ATTACHED FILES tab) are documents provided to you, which you download from the system to your computer.

 

To mark the task complete:

  1. Navigate to the task in the task list.
  2. Select the task to open the Task Profile page.
  3. Click the COMPLETE button.

  4. The task is marked complete and the COMPLETED DATE is set.

If this task has been delegated to another user, that user's name appears in the OWNER field (located below the COMPLETED DATE field). If the OWNER field is blank, the Primary Contact associated with the location is the owner of the task.

Once the task has been marked complete, the COMPLETE TASK button is replaced by an UNDO COMPLETION button. If you clicked the COMPLETE button in error, or you feel the task is not yet complete, you can click this button to undo the completion.

 

ref: Programs