Why did I get a task to close a training task?
The task has been completed and has been automatically assigned to you because you are the Approval officer.
What do I need to do?
Review the Action history to review what's been done to date. Then click Approve and close or Assign another task if further action is needed. 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 Close 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 training task. - Attach records
Upload files relevant to the task such as certificates, correspondence, or emails. - 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 instructions, actions taken, progress notes and comments made to date as the item has progressed through the workflow.
Task management
This component displays the two options you have at the 'close' stage of the workflow.
Task options
Assign another task
Choose this option if further action is required. There are reasons why you may choose this option. For example, if the required steps to manage the issue have not been taken or when relevant records have not been attached.
- Task instructions - describe what needs to be done to respond to the issue eg. 'Upload the certificate of attendance'.
- Assign to - 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 and close
Choose this option if no further action is required. You can tick Additional comments to add additional comments.
- Was the training completed?
Select Yes or No based on the evidence provided. This field can be used to generate reports on completion status.
Caution: Once an item has been closed, details relating to what action has been taken and any other comments cannot be edited.
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Attach records
This component enables you to attach records relating to the task. 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, 'Competency Assessment - Harper Whitley - 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 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.
Go to topSystem 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.
