1) View Notifications
To view your notifications, select the bell icon and all your notifications will be displayed accordingly.
If you would like to clear out your notification bar, select “Clear Notifications”
Should you require a more detailed view of any actions assigned to you, navigate to “Action Manager” on your dashboard.
Your list of tasks will be displayed as below.
Take note that once a task opened, you will be able to manage the status of the task at hand.
Select the view button.
The action details will be displayed for you to view accordingly.
Here, you can download any supporting attachments that have previously been added to the task by selecting the “Download Attachment” button.
Note: You will have the option to edit the due date should it be deemed necessary, by selecting the calendar button.
At the dropdown selection available under the “Status” column, there are various options available to choose from.
Note: when you have selected the “Completed” option, you will be required to upload any supporting documentation to support the action taken. You will also be required to add any final comments to the task.
To delete an individual task in your task bar, highlight the applicable task and select the delete button.
The task will no longer be displayed or viewable.
Note: When reviewing a checklist in Action Manager, the task will automatically pull through as complete once you have completed the action.
The checklist will open for you to review.
Add comments to your review and select approve or reject.
The task status will automatically pull through as completed.