Table of Contents

Task Type Options

Simple Task Type Creation

With the Simple task type, you can simply enter a description of the task that needs to be done.

Open

Simple Task Type Completion

The only option for Simple tasks is to click the Complete button. Possibly requiring a digital signature/acknowledgement.

Open

Verify Direct Reports/Verify Supervisor Task Type Creation

With the Verify Direct Reports and Verify Supervisor task types, the user will be shown their direct reports or supervisor and then confirm confirm whether that information is up to date. These task types have an additional Notification Settings tab.  On this tab, you can define a notification email and a list of recipients.  When a user answers that their supervisor or direct reports are listed incorrectly in Cognition, this email will automatically be sent to every address on the recipients list.

Verify Direct Reports/Verify Supervisor Task Type Completion

The user will see the message you entered into the Description on the info tab, then select Correct or Incorrect.  If a user selects Incorrect, then an email will be sent according to the settings on the Notification Settings tab.

Data Entry Task Type Creation

Data Entry tasks are another way, besides Compliance modules, to deliver Input Documents.  Creating a Data Entry task is the same as other tasks except that you must also select an Input Document during creation.  All Data Entry tasks Require Signature and Signature Verbiage.

Data Entry Task Type Completion

Data Entry tasks are completed in the same way as an Input Document.  The user clicks View Form to download the PDF, then follows the instructions in the Input Document article.

Once they have submitted the PDF file, the Complete button will be shown in the Task.  They can view the form they have submitted using View Form.  If they are satisfied they can click Complete.

Report Reminder Task Type Creation

The Report Reminder task reminds users to run one or more Quick Reports on a regular basis.

Settings on the Report Settings tab:

• Run as Role: When users run this report, it will use the settings for the role selected here. This mainly refers to whether the role can run the report at all, and whether scope is applied. Make sure each user has this role enabled in their profile.

• Quick Reports: Select one or more Quick Reports to run.

Report Reminder Task Type Completion

Report Reminder tasks display to users as shown below when selected.

The Quick Reports that you have selected will display at the left of the task. They can click each Quick Report to run it. A pop up will appear, if it doesn’t your browser might be blocking the pop up from appearing. Make sure to allow it so that the Quick Report can run.

To finish the Task, select the green Complete button.