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Approving the execution of a task

"Gear icon that leads to the activity type configuration step, where the initial activity settings are defined." "Calendar icon with a checkmark, that leads to the Plan the activity step, where the activity's details and schedule are defined." "Calendar icon with a checkmark, that leads to the Approve activity planning step, where the activity plan is reviewed and approved." 
"List icon, that leads to the Track the activity step, where task progress is monitored." "Clipboard icon with a list and an arrow, that leads to the activity execution step, where tasks are performed." "Clipboard icon with a checkmark, that leads to the Approve activity execution step, where the activity approval is performed."

 

Prerequisites

  • Task planned with approval steps.
  • Access to the My tasks menu.

 

Introduction

Execution approval in SoftExpert Time control ensures that nonproject tasks are evaluated after completion, before being finished.

This resource allows for validating achieved results, identifying possible deviations, and ensuring compliance with defined objectives. By using responsibility routes, it is possible to assign the approval to specific users or teams, according to the task type configuration.

Execution approval tasks will be available in the My tasks menu.

See how to carry out the execution approval step below:
 

Approving the execution

1. Access the My tasks > Execution approval menu.

2. Select the desired record and click on the Check icon. button.

3. On the screen that will open, review the record data.

4. Then, click on the Approve icon in green. button to approve, or on the Reject "X" icon in red. button to reject.

5. On the screen that will open, fill in the Comment field. Filling in this field will be mandatory if the record is rejected.

6. Finally, click on the Approve or Reject button to complete the operation.

In case of rejection, the record will go back to the execution step. Otherwise, it will be closed.

 
User following the steps above to approve execution.

 

Conclusion

 With the execution approved, the record will be closed. Thus, the flow of a task with approval is now finished.


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