Change task status
As a Lead user on solicitations, you have the ability to change tasks for evaluators and evaluation leads from the Progress page of a solicitation. The tasks can be changed to any of the four statuses: Not released, Not started, Started, or Completed.
Not released: when the status is Not Released that means it is not yet visible as a due task for the user it is assigned to.
Not started: when the status is Not started that means it is visible to the assigned user, but it has not been clicked on and viewed by the by that user.
Started: when the status is Started that means the assigned user has clicked on their task and viewed it in the evaluation or consensus tool.
Completed: when the status is Completed that means the assigned user has successfully submited the evaluation or consensus for review.
To change a tasks status:
Navigate to the solicitations dashboard
Click on the progress page tab, scroll to the tasks table
Click the checkbox next to the task(s) being changed
Click the Select status drop down
Select the status for the task
Click the Update button
A task can be updated as many times as needed. Please note the following when updating tasks:
If an evaluation task changes from Started to Completed it will no longer be accessible by the evaluator assigned to it
If an evaluation task changes from Completed to Started the evaluator will be able to access that task again
If an evaluation task changes from Completed back to Started the evaluation lead will not see their consensus task until the evaluator submits, or the Consensus task is changed to Not started
Last updated