Every assigned task may require the user (staff, company admin or manager/s) to take some action on the given template that may include E-sign, upload, review etc. It is important that the task be completed by the due date for each task.


To complete a task, simply click on the action button located next to it and follow the instructions. A task is recorded as completed only when all the required action items are completed. 


If a task is not completed by the due date, it is considered overdue and the user is marked Non-Compliant. Once an overdue task is completed, the user will be marked Compliant - as long as there are no other outstanding tasks for that user. 


Note: 

  1. Some tasks may require further action by the manager. Until that is completed, that task will be "pending action by the manager" and if the manager does not complete the task by the due date, the user will be marked as Non-Compliant.
  2. The audit trail keeps record of when each task is completed. Hence, even if the user may be marked as Compliant after completing an overdue task, the system history will keep record of the fact that the user was Non-Compliant for a certain duration while the task was overdue.