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Actions for tasks

When you go to a task, there are three things that will help you understand what's happened so far:

  • The Task status shows whether the task has been passed, failed, or is still incomplete.

  • You can see whether any checks were run and the results. Note that for some tasks, you may see a form instead of check results.

  • Task notes, at the end of the task, are where you and members of your team can leave comments and add files.

The actions you take on a task depend on the nature of the task and your company’s compliance policy.

You might:

  • Review information obtained from checks or run more checks.

  • Complete a task form.

  • Upload files, for example, a PEP declaration form, to the Task notes.

  • Record conversations or actions that took place outside of Passfort by adding a note to the Task notes.

To complete a task, choose Mark task as complete and select Passed or Failed. To mark a passed or failed task as incomplete, select Task Passed or Task Failed. You can leave a note explaining your decision.

Tip

Want to work faster? Select Passed + move to next task to mark the task as passed and jump to the next incomplete task. If all tasks are complete, the Applications section of the profile is displayed so you can approve the product application.

Additional information