Tasks

Assessees can be assigned Tasks to complete in order to achieve organisational strategy for the review period.

STEP 1: To setup Tasks, click the ‘Tasks’ tab.

STEP 2: Tasks can be added  by typing in the task in the text box provided. Enter the expected progress percentage target and start/end date for each task. 

Actual figures are entered in the Self-Assessment Phase.

Manually entered items can be edited as well as removed during the Setup phase.

Field

Description / Instructions

Mandatory/Optional

Task

A title for the task

Mandatory

% complete

Task completed percentage

Mandatory

Start/end dates

The start date and estimated end date for the task

Mandatory

 

STEP 3: Click ‘Add’. Once all tasks are added click 'Save'.

If the Assessment is closed without saving, all unsaved information entered would be lost so make sure you SAVE often.

 

 

 

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Last revised: September 23, 2018