To see which tasks have been generated for you to complete, from the main menu, click the My Summary option.
If the Current Tasks tab appears, you have Current tasks you are required to complete. If this tab does not appear, you do not.
Look for, or filter by, Type Compliance Task in the Current Tasks list.
Depend on the task configuration and requirements, and the system configuration, you may have the option to Express complete 1 the task. The pencil icon complete option 2 will always be available. Click one of these icons to complete the task. The Express complete icon will not appear if the task requires a comment and/or an attachment.
Express Complete One Click
If you system is configured for single click express completion, clicking the Express Complete 1 icon, will complete. Hovering over the Express complete icon will display the information the task will complete with. If this information requires amendments, do not click this icon; click the pencil icon instead, to complete the task.
Express Complete Two Clicks
If you system is not configured for single click express completion, clicking the Express Complete 1 icon, will display a confirming window with the information complete the task will complete with. Hovering over the Express complete icon will displays a different message to the single click hover message. If the information in the displayed confirming window is correct, click Yes 2. Otherwise click No; the confirming window will close and the Complete the task window will open.
Complete the task
Changing the Actioned On date
If you wish to change the Actioned On date from today to another date, select the new Actioned On 1 date.
Selecting an Outcome
Adding a Comment
To add a comment, click the Add Comment 1 icon.
The Add Comment window displays. Enter in your text 1, then click the Save 2 icon; or click the Cancel icon to stop adding a comment.
Adding an Attachment
To add an attachment, click the Attachments 1 tab. Drop file(s) in the Browse field, or click Browse 2 to locate and select the file(s) you wish to attach. Files can be also be attached one at a time. After a few seconds the files will re-appear into the File attachment list 3.