The task is due to be completed and you are the assigned Action officer.
What do I need to do?
Read the instructions provided and check for any links to relevant documentation or checklists that you may be required to use. Then click Sign off task as complete complete and state the action taken. You can also make a progress note instead and return to complete the task later.
Learn how to do this in the Task management section below.
In this article
Click a link below to learn more about each section of the Action form in Logiqc.
- Action history
A chronological list of the actions to date within each stage of the workflow. - Task management
Complete the task assigned to you or make a progress note. - Attach records
Upload files or add links to records related to the event. - Submit
Submit or save the form. - System event history
A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.
Action history
This component displays instructions, actions taken, progress notes and comments made to date as the item has progressed through the workflow.
Task management
This component displays your instructions and the options you have to complete the task or make a progress note.
- Instructions
These are the instructions for completing the task - Reference documents
If reference documents, e.g. related policies, templates, forms, guidelines were linked they will be displayed here.
Task options
Sign off task as complete
Choose this option if all required action has been taken.
- Action taken - Describe what you have done to complete the instructions provided.
- Additional comments (optional) - tick this box if you require further space to record details of the action taken.
Make a progress note
Choose this option to make a note about action completed and keep the task with you to return later to complete it.
- Progress note - choose this option if the task is only partially completed. For instance, if the task requires a number of actions, you might make a progress note stating action taken to date, eg. 'Registered for First Aid Training Course, scheduled for 7/6/2022'.
Note: There is no limit to the number of progress notes that can be recorded. Until you select the option 'Sign off task as complete, the task will remain in the Action stage and assigned to you.
Attach records
This component enables you to attach records relating to the audit such as the audit report. Only users with permissions to see the item will be able to see attached records.
Click Attach to add a record.
Record name
When naming the record ensure the description is meaningful. For example, 'First Aid training for Mary Smith- April 2022'.
File or Link
Click on Choose file and navigate to the record on your computer. If you have links enabled, toggle to change the control to add a URL to the record. The URL must be a in a web format (https://) or Microsoft Sharepoint format (https://<company>.sharepoint.com/...)
Submit
The green Submit button will save the form and progress the item to the next stage of the workflow unless you chose Make a progress note in which case the task will remain with you.
Select Create a related item if you want to create a separate linked item on another register when you save the form. A link between the two items will be displayed in each item's System event history.
System event history
A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.
Click the '+' control on the right to expand the line item to see more information.
