The Document Tasks page displays policies that need a user’s action. When a user who is assigned to a role in a Policies and Procedures component logs in and visits this page, they will see a list of documents that are split up into different sections for each step in the P&P workflow and other P&P related tasks such as read acknowledgements.

The top of the page displays each type of action that the authenticated user has documents in. To the left of each action is a count of the documents that require that action. If the user is a moderator, a second number might show in blue. This is the number of documents that are in this step that the user is a moderator for but not explicitly assigned to that step.

Clicking each action will display the documents in a gird format in the bottom section. The first column in the grid will have a link for each document which will take the user to the revision or draft screen where the action can be preformed. The user can also click on the Document Menu () next to each document.

Last modified: Jul 10, 2023

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