Update Multiple Tasks

Users can select multiple tasks and update their status from the Action Items tasks list. The update process for all objects follows a standard interface with the exception of Reviews. In addition to the options available for other task types (e.g. general, evaluate etc.), review tasks allow you to lock the attributes of the selected object.

1. Access the Action Items list.

   Via Action Items List

   1. Click the Favorites and Action Items tab in the left navigation pane.
   2. Expand Action Items.

      

   3. Expand the Action Item category to view the associated Action Item sub-category.
   4. Click the Action Item sub-category to see a list of associated tasks for that sub-category.

      Note: Mouse over each Action Item sub-category for additional details (e.g. how many are over due, approaching due, and not due).

   Via Mass Update Tasks List

   The Mass Update Task list allows you to view and update tasks for other users as well as your own.

   Note: Only users with the proper permissions can access the Mass Update task list. For more information, see Mass Update Tasks.

   1. Click the Favorites and Action Items tab in the left navigation pane.
   2. Click Mass Update Tasks.

      

   3. Expand the Object Type to view the task type associated with that object.
   4. Click the task type to see the list of associated tasks.
2. Click Update.

   

3. Select the check box next to the task that you wish to update or click the Select All check box in the left corner next to the column titles to select all listed tasks. Any updates made will be applied to the selected tasks.

   Note: Clear the Select All check box to de-select the tasks.

4. Update the task information (e.g. comments regarding task status) in the editable field(s) located in the first line of the task list.
5. Select the check box above each column heading attribute to be updated in mass.
6. Most tasks can be removed from the Action Items list by selecting the Task Completed check box. However, some objects require a status change to remove the task form the action items list, as shown in the he table below:
7. Select the [object] Lock check box to prevent changes to the object attributes.

   Note: This option is only available for review task types.

8. Click Save All.

   Object/Category	Function	Resolution
   Action Plans
   	Resolution	Change Action Plan Status to "Completed"
   Assessments
   	Review	Change Assessment Group Review Status to "Completed"
   	Signoff	Change Assessment Signoff Review Status to "Completed"
   Assessment Tests
   	Resolution	Change Assessment Test Status to "Completed"
   	Review	Change Assessment Test Review Status to "Completed"
   Findings
   	Resolve	Change Management Response Status to "Completed"