Why did I get a task to approve an asset?
You have been assigned a task to approve a asset either because a new asset has been added or an existing asset has been reviewed and sent to you as the document owner
What do I need to do?
Review the Action history for comments about what's been done to date. Then choose a task option to approve the asset or assign further work to be done. 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 Approve form in Logiqc.
- Action history
A list of actions taken at each stage of the workflow, along with any comments provided by users. - Task management
Your options for closing the audit. - Asset details
Key information about the asset. - Submit
Complete your task and submit 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 the commentary by the assigned officers at each stage of the workflow.
Hover over the date to display who recorded the note.
Task management
This component displays the two options you have at the approval stage of the workflow.
Click on Go to asset to review the Asset details form, which will provide a full description of the asset.
Task options
Delegate further review
Choose this option to define and delegate the tasks required to review the asset.
- Task instructions - provide instructions for the review. Prior to approval of the asset, you can use the workflow to delegate a task. For example, if you wanted to be sure that the required servicing and maintenance tasks required by the warranty agreement have been scheduled in the QMS, you might assign a task with the following instruction: 'Ensure all required servicing and maintenance of the equipment as per the terms and conditions of the warranty have been scheduled in the QMS '.
- Assign - select the user responsible for carrying out the task. Select Assign to me to assign the task to yourself.
- Task due date - select the date the task is to be completed by.
Approve the asset
Choose this option to approve the asset to be added to the Asset register.
- Next review date - this is the proposed date the asset will be reviewed again in the future, which can be changed.
- Additional Comment (optional) - use this field to add any additional comments relating to the asset. These comments will appear in the Action history and will therefore be visible when the asset is next reviewed.
- Planned disposal date - proposed disposal date, which can be changed or removed by selecting 'No planned disposal date'.
Asset details
This component summarises the asset, its criticality, and related accountabilities.
Attach records
This component enables you to attach records relating to the asset. 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, 'Equipment condition report - 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/...)
Go to topSubmit
The green Submit button will save the form and progress the item to the next stage of the workflow. The button label, however, will change depending on certain conditions to make it quicker to complete tasks.
- Archive - The Archive option will move the asset to the Archived tab on the Asset register and terminate future workflows.
- Submit/Next - The green Submit button will save the form, upload the asset and move it to the next Manage stage.
- Create a related item - Select the appropriate register to create a related/linked item. Upon submitting the form, a new item will be generated in the chosen register. The platform will then display a link connecting the two items in the System event history.
System event history
The System event history is 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.
