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TASK IQ USER GUIDE

Review completed work

Check the result before your team closes the loop.

Before you begin

Open the completed work and compare the recorded result with the original request before making your decision.

Step by step

  1. Open Approvals or a work order waiting for review.
  2. Read the work performed, procedure answers and relevant notes. Check the result against what was requested.
  3. Choose the review action available to you. Approve a satisfactory result, or return it with a clear reason if more work is needed.
  4. Confirm the decision and check the new status. The work keeps a record of the decision and earlier activity.

What happens next

The person responsible can see your decision and reason in the work’s history. A clear return reason makes the next step easier to understand.

Need a hand?

You may need to be a different person from the one who did the work. Approval options depend on the work and your organization’s setup. A rejected result needs a useful explanation so the person doing the work knows what to change.

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