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Access follow-on tasks

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Access follow-on tasks

Users with the certification role can only access follow-on tasks assigned to them but can reassign these tasks to other users.

  1. Navigate to Compliance > My Follow On Tasks.
    The list contains all active follow-on tasks assigned to the logged in user.
    Figure 1. Follow-on Task My Work
    Follow-on Task My Work
  2. Open a task.
    The record shows the specifics of the task, the task activity, and the failed audit results.
    Figure 2. Follow-on Task
    Follow-on Task
  3. Open records from the Audit Results related list to see each discrepancy.
    Figure 3. Audit Result Detail
    Audit Result Detail
  4. Go to the CI named in the record and perform the work to bring it into compliance.
  5. Update the State field in the follow-on task record and add work notes as you correct each discrepancy.
    When you change the state, the system updates the task activity appropriately.
    Figure 4. Follow-on Task Activity
    Follow-on Task Activity

    When the task is Closed Complete it no longer appears on the My Work list.