1. In MY TASKS, click the on the compliance task name link in the Description column.

2. Review the instructions and select from the task options and complete required fields

Task Options

Action complete - describe action taken

Select if you have completed the task and are ready to close the task. 

After saving the task will be sent to the Approval officer for approval.

Required fields

• Action taken

Action not complete - make progress note

Select if you have not completed the task and you want to record a progress note.

After saving the task will remain in your task box.

Required fields: 

• Action taken field
• Progress note

Add progress note: 

If returning to a saved action form, click 'Add progress note' to make additional comments about the audit.