Updating a Task's Status

Updating a Task's Status

When actions are raised in assessments they are listed as remedial action tasks in admin which need to be completed. The status of these tasks are initially listed as Not Started as the completion of the task has not yet begun.

Users can manage remedial action tasks to reflect their progress by marking them as In Progress, Completed, or Cancelled.

The status of a task can only be updated by its assigned user.

All non-remedial action tasks (I.e., Create, Submit, and Approve Assessments) cannot be updated. These tasks will automatically update to Completed once the assessments have been respectively created, submitted, or approved.

Updating a task’s status:

1. Sign-In to admin.riskbase.uk.

2. Find an organisation in the explorer.

3. Right click on it and select Tasks.

4. Use the filter to find a task.

5. Double click on it and all information about the task will appear below.

6. Next to Mark As, select In Progress, Completed, or Cancelled.

7. Provide an optional comment. This will be listed in the task’s comments and changes.

8. Choose a date for the status update to be completed, select either Now or a custom date and time.

9. Click Update Task.

Reopening a Task:

1. If the status needs to be changed again, click Reopen Task.

2. Provide a comment, date, and select what status the action will be returned to (E.g., Not Started or In Progress).

3. Choose whether to have this update sent as an email notification either to all assigned users or only the user updating the task.

4. Click Update Task.