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
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.
- 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.
- 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.