This guide explains how to answer a task assigned to you by a control.
STEP 1
To complete a task assigned to you by a control, go to the My tasks section of the dashboard.
Figures 1 and 2: My tasks section of the dashboard with the various pending tasks
You have a list of all pending tasks assigned to you with the following information:
- The name of the task
- The task number
- The due date
- The status: In Progress for a task that has been started but not yet submitted, or Pending for a task that has not been started
- An indication of whether the task is late or on time based on the due date
- The risk level
STEP 2
Click on a task name to start responding to it.
Figure 3: Selecting a pending task awaiting answers
STEP 3
You will be redirected to the task form to complete the questionnaire. Click on Scroll to form after reading the instructions.
You can also Save draft and resume later: your answers will be saved. Answer the questions marked with a red asterisk, which indicate that a response is required, and click Submit to finish.
Figure 4: Task form to be completed with the various questions.
STEP 4
In the window that appears, click Submit to confirm.
Figure 5: Task submission confirmation window
STEP 5
After confirming the submission, a notification indicates that the form was successfully submitted. The status is updated to Complete. A submitted task cannot be recalled or cancelled.
Figure 6: Form page with Completed status.
STEP 6
In the My tasks section of the dashboard, the total number of pending tasks is automatically updated each time a task is completed.
Figure 7: Pending tasks count in the dashboard
NOTES
Please note that this document is only a brief guide. The AlphaCCO support team will be happy to assist you if you require further guidance. Please do not hesitate to contact us at support@alphacco.com.