Task planning approval

Task:

Task planning approval

Who receives it:

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

When:

The planning of a task is finished and sent for approval.

Purpose:

Approve or reject the planning of the nonproject task.

1.

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

2.

After that, click on the button on the toolbar.

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 action execution. On the approval screen, enter a comment for this action and click on the "Approve" button. Once done, the system will display the Task execution task for the due responsible parties. The task will be available for tracking through the Task tracking task.

Reject: To reject, enter a comment on this action and click on the "Reject" button. Once done, the party responsible for the project/program will receive an email notification informing the user who rejected it with their comment. The task will return to the planning step for the responsible party to make the necessary adjustments.

4.

After filling in the fields above, save the record.