This applies to templates that requires an individual to take action and then the manager needs to take action. 


There are occasions when such a template may need to be resent back to the individual (e.g. incorrect document to be uploaded or more information needed etc.). 

CompliaSer supports this in a an elegant way as following by the manager:  


  1. Clicks on the "SIGN" button for that template in the task panel. 
  2. Instead of going to the document to take any action, click on the "OTHER ACTIONS" button on the top right hand corner, which will open three options:
  3. Select the option "Reject and Reassign"
  4. Click "Finish".
  5. This will open a message box for the manager to communicate what additional information or action is needed from the individual. 
  6.  Add the necessary instructions and click on the "Confirm Reject and Reassign".
  7. This will remove the task from the manager's task panel and reassign that template back to that individual.


The individual's task panel will show the template as following: 




The bubble shows up when the individual "hovers" over the task. 


This simple step can be used to ensure data correctness as well as, in case an individual leaves the company, the incomplete tasks can be kept into that individual's task panel instead of the manager. In case that individual returns to the company, then the outstanding task/s will be due.