Completing a Task with a Form in SmartRIA

Completing a Task with a Form

Step 1:  Click on the task you want to complete under the Compliance Calendar pane on your dashboard.
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Step 2:  Click on "Start Form".

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Step 3:  Complete form, sign (if necessary) and submit.

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Completing this step will also complete the task.  The task is removed from your task list and the CCO will receive an alert that the form has been completed.
 
NOTES:  
To view the approval status of the form, go to Reports > Form Status Report, and enter desired date range to view.

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For CCOs or Compliance team users, learn how to mark a task complete or how to edit a task / form workflow.