This widget is your personal 'To Do' list and includes:
- Any forms or tasks that need your actioning
- Forms that you have partially completed and saved as 'Draft'
- Forms that you have submitted that have been returned to you for more information.
- Forms/Tasks that are part of an approval process (workflow) and is pending your approval.
Please note - when there is more than one approver at the same stage of the approval process, the item will appear on all approvers 'To Do' lists and will disappear when one approver finalises the approval.
There are two ways you can access your 'To Do' items:
- You will receive an email with a link to complete the item.
- Signing into your ERM Online account and viewing your 'To Do' Widget'
You can complete an item in your "To Do' list by:
1. Clicking on the relevant item to open in a window.
2. Click on the 'Full Screen' icon, and have it open in a new page.
- Select the item you wish to view/complete and the information will appear on the right hand-side of your screen.
- Click the 'Pencil' icon to edit and complete the form
