Description
This article describes the Content Library’s Task Management system. It Includes:
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
Task Approver Types
When a user creates a task, there are two ways for getting it approved.
...
| Info |
|---|
Task Approval permissions are determined at the organization level. Consult with your system administrator if you have questions about approvals. |
...
Task Approval Process
Tasks must go through the task approval process if they are created by:
...
An email is automatically sent to all Task Approvers advising that a task is pending approval.
The Task Approver for the branch clicks the Task Review link in the email.
If the Task Approver is already signed in, they will be linked directly to the task preview that needs review on the Task Management screen. Users may have up to 50 pending tasks.
OR
If the Task Approver is not already signed in, they will be taken to the Insellerate sign-in screen and must follow these steps to access the task preview that needs review on the Task Management screen.
Sign in to Insellerate.
Select Task Management from the inTouch dropdown menu.
The Task Management screen opens, displaying all pending tasks. Users may have up to 50 pending tasks.
The Task Approver chooses Approve from the decision options available for the task.
...
Decision Options
When a Task Approver views a task on the Task Management screen, the task may have several decision options. These may include View Filter Summary, View, Edit, Decline, or Approve. Each of the decision options is described below.
...
View Filter Summary
Clicking the View Filter Summary icon opens the Filters popup window. This displays all filters associated with the task.
...
View
Clicking the View icon opens the Content Library task, where all steps of the 5-Step Task Approval Process can be decisioned.
...
Edit
Clicking Edit (pencil) icon opens the Content Library task, where Steps 3 and 4 of the 5-Step Task Approval Process can be edited.
...
...
Decline
Clicking the Decline icon opens the Confirm Decline window.
...
Users who submit the task will receive an email advising that the task was declined.
...
Approve
Clicking the Approve icon opens the Confirm Approval window. Clicking Yes approves the task.
...