Tracking and Closing Tasks for Remediation

Owned by Evan Thomas, created
Last updated: May 26, 2022
2 min read

This article will go over closing loop on Action Plan Tasks, and completing those tasks once those deficiencies within organizational tasks have been mitigated.

Instructions

To close out and track tasks that are at your organization, you will first need to create those tasks for remediation. For assistance with creating tasks, please see this previous article.

  1. First, the user will want to navigate to the tasks page within Circadian Risk. To do this, navigate to the platform navigation in the top left, select Action Plan, and under Action Plan, select Tasks

     

  2. You will be brought to the Task Dashboard that will show all the tasks available for the organization. From here, you can select a specific task.

     

  3. You will be presented with the Task details page. From here, you can:

    1. Edit this specific task details

    2. Upload files and documents

    3. View history of the task

    4. Reassess and close the task

       

  4. Select the CLOSE TASK option in the upper right corner. This will prompt the user to reassess or skip the specific deficiencies with this task…

     

    1. Reassess: answer the questions associated with the deficiencies from the initial assessment where they were noted

       

    2. Skip: Do not answer the questions associated with the deficiency. Simply close out the task

       

  5. Once the task has been closed, the metrics on the task dashboard will update, which allows for the user to have an overview of the progress that they are making on the organization’s remediation progress.

 

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