Task execution approval

Task:

Task execution approval

Who receives it:

Users who compose the responsibility route for the execution approval, according to the definitions made in the task data.

When:

The execution of a task with an approval step configured in its type is closed.

Purpose:

Allow the responsible party to confirm whether the execution of a determined task is in accordance with the pre-established objectives.

1.

In the list of pending records, select the desired task.

2.

To approve the task, click on the toolbar button.

3.

On the task data screen that will be opened, in the Actions section, the following options will be available:

Approval checklist: The questions will only be displayed if the responsibility route member who is performing the approval has an associated checklist. This checklist is intended to assist the responsible party in approving or rejecting the task. In order to answer the checklist questions, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling out the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.

Approve: Click on this button to approve the task execution. On the approval screen, enter a comment for this action and click on the "Approve" button. Once done, the task will be finished.

Reject: To reject, enter a comment on this action and click on the "Reject" button. The Task execution task is generated again, so that the due responsible party executes the task again.

4.

After filling in the necessary fields, save the record.