Tasks

Adding a New Task

Click Add New to add a new task.

Enter any required fields denoted by a red asterisk (*) and any of the optional fields. Tasks can be assigned to other Safety Management Suite users at your company by selecting them in the Assigned To drop-down menu. Note: An email notification will be sent to the assignee letting them know they've been assigned a task.

Click Save when all needed required and other desired fields have been completed.

Resolving a Task

Once a task has been completed, it can be Marked as Resolved from the main Tasks page. Click the "three dots" next to the task and select Mark Resolved. (The Closed Date and Status columns will subsequently update.)

Reporting Center for Tasks

Select Reporting Center from the left-side navigation.

Filter the Tasks reports by clicking the Tasks tab.

Reports available for Tasks are:

• Corrective and Preventative Actions (CAPA) - All Open

Select Generate PDF or Generate CSV to run the report.

Importing Tasks

To import tasks, first go to your initials in the top right corner and click the dropdown. Select Import/Export Center.

Select Tasks from the Record Type field.

Select Import from the Import or Export field.

Then, follow the directions that display underneath the fields.