1. On the Workflow panel, click the drop-down list in the Result column to select from a list of possible results for each task.

IMPORTANT: The drop-down list for a task only displays on a task when all of the tasks in the preceding milestone are complete.

Depending on the selected result, the task is completed and the next task(s) is available, or the task may be reinserted into the workflow.

NOTE: Single tasks that are not approved can be reinserted directly after the unapproved task in the workflow. This applies to single tasks, not task groups. This can be done manually, or the administrator can set it up to reinsert automatically when a task does not pass.

1. Select the record(s) and click Edit record on the Workflow panel.

The Edit Task panel opens.

NOTE: If you selected more than one task, you can switch between the tasks by selecting the one you want to view on the left-hand side of the panel, or by using the arrows at the bottom of the panel.

NOTE: From the Edit Task panel, you can also add and remove attachments, comments, and time accounting associated to the task. For more information, see Attachments, Comments, and Time Accounting.

2. Select the Result Code from the drop-down list.
3. Use the calendar icon or double-click in the field to enter the Task Complete Date.

IMPORTANT: The Task Complete Date must be later than the Task Available Date. If a task was physically completed at an earlier date, tasks can be backdated using the Actual Start Date and Actual End Date fields.

4. Click Lookup for Task Complete By to select an employee for the Task Complete By field.

• Select the option for the employee you wish to add.
• Click Submit.

5. Click Save.

The window refreshes and gives a success message at the bottom of the Workflow panel. The Completed Column on the Workflow panel populates with the date the task is completed.

You can use Task Manager to complete tasks.

1. Open Task Manager and perform a search. For more information on performing a search, see Search Tasks Using Task Manager.
2. Once you have performed a search, click the task you want to mark as complete.

3. Click Details at the bottom of the panel to reveal more fields.

4. The Task Complete By field may automatically populate, but can be changed. To do this, remove the current user ID, and click the Lookup icon.

• Select the option for the login ID of the employee you wish to add.
• Click Submit.

5. The Task Complete Date field may be populated, but may be changed. Click the calendar icon or double-click in the field to enter a date.

6. Click the Result Code drop-down list, and select a result for the task.

NOTE: The task cannot be completed until correction tasks (checklist items) associated with the task have been completed. For more information, see Complete Corrections.

A success message displays and the fields will gray out and cannot be changed.

If you want to print a report, see Print Reports for more information.

For an explanation of the Task Manager panel fields, see Task Manager Fields.