SoftExpert Protocol tasks
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Prerequisite
- Access to the menu My Tasks.
Presentation
Tasks are records generated for users to perform specific actions. They are divided into two categories: Execution and Tracking.
Tracking tasks do not need to be executed by the user, although the user is responsible for them.
Execution tasks must be performed by the user within a defined timeframe.
See the details of SoftExpert Protocol tasks below:
Execution tasks
| Who receives | Users who were defined as recipients at the time the protocol was dispatched. |
| When | When the protocol is dispatched. |
| Purpose | To verify whether the dispatched protocol is in order and, if so, confirm its receipt, among other operations. |
- Click here to learn in detail how to confirm protocol receipt through the Inbox task.
- Click here to learn in detail how to close a protocol through the Inbox task.
| Who receives |
|
| When | When the protocol routing is closed. |
| Purpose | To allow those involved in the protocol routing to acknowledge its closure. |
Click here to learn in detail how to execute the Closure acknowledgment task.
Tracking task
| Who receives | Users who have the “Edit” control allowed in the protocol security settings. |
| When | When a new protocol is opened. |
| Purpose | To track protocols that are available to be dispatched or that are already in progress. |
| Who receives | The user who dispatched the protocol. |
| When | When the protocol is dispatched and until the recipient confirms receipt. |
| Purpose | To track the status of dispatched protocols, send notifications to recipients, and perform other related operations. |
Conclusion
These are the tasks of SoftExpert Protocol. They are removed from the task list as they are executed or completed.