Delegated Tasks

Regulait's delegated Tasks platform offers improved task distribution among Collaborators for increased efficiency and collaboration

Ensures accountability and clarity in project responsibilities.

These Tasks are performed by Collaborators on the Required Actions Portal tab.

On VICA's Task Management tab, by hovering over an Evidence's Tasks column, we can view (marked with an arrow below) an Evidence's Delegated Tasks status.

For each Evidence, the number of Tasks Created, Performed, Approved and Declined will show here.

an arrow marks the Evidence's Tasks status

When entering an Evidence, We see no Tasks on its page.

Click on the Delegate Task button to create a new Task for a Collaborator to perform.

the Create Task button is marked with an arrow

Here, on the Create Task window, we can select a Collaborator to perform an Evidence Task, and enter a comment for them to see.

the Create Task window

Marked with an arrow below, is the Create button, click on it after filling the appropriate fields.

the Create Task button is marked with an arrow

Here, on the Evidence page, we can see the Task we delegated, an arrow marks the 'Created' status, while the Cancel Task button is circled bellow.

The Task is now the Collaborator's responsibility.

on a Created Task, the Cancel Task button is circled

After the Collaborator has performed the task, we can see (marked with an arrow below) that the Task's status has changed.

the performed Task's updated status is marked with an arrow

A Performed Task waits for us, as Managers, to view the uploaded files with the view button (marked with an arrow below), and select whether to Decline or Approve these files as the Evidence.

the view files button is marked with an arrow

A quick look back at the Task Management page, where, circled below, the Evidence's Tasks status shows one Performed Task (waiting for us to approve or decline it).

the Tasks status of an Evidence, circled

By Approving a submitted Task, we select which added files will be uploaded to the Evidence.

the File selection window, when approving a Task

Now we can Mark the Evidence's Status.

We select based on if the Tasks files are enough for the Task to be marked as Complete, or In Progress.

Marked with an arrow below, we see that the Task's status has been updated to Approved.

Changing an Evidence's Status

If we're not sure about changing an Evidence's Status or want to see an Evidence's details and uploaded files, we can use the Frameworks button (marked with an arrow below) to navigate to the Evidence's page in the Frameworks tab.

the Frameworks button is marked with an arrow

On the Frameworks window, we can navigate to the Evidence's page of a Frameworks that includes this Evidence.

Click on the Evidence's name (marked with an arrow below).

the Evidence's page navigation button is marked with an arrow

Now we are on the Evidence's page on the Frameworks tab (circled below).

Here we can view files and Statements uploaded to the Evidence.

Notice that the file we've Approved has been added to the Evidence's uploaded files.

If we wish to get back to the Evidence's page on the VICA tab, we'll click on the 'VICA step' button (marked with arrows below).

on the Frameworks tab Evidence page, the VICA step buttons are marked with arrows

Now, after approving a Task, we can see that the Approved Tasks count is 1.

the Approved Task count is marked with an arrow

To return to the VICA Guide hub, click here.

To return to the main guide hub, click here.