Users can override Tasks to move projects forward if necessary. With the Task Override security right, the user can click the Override button. This can be important if a Project was abandoned or if a Task needs to be overridden to move forward in the Project.
Tier Availability: Essential, Premium, Business
Security Rights Required: Task Override
- Override a Project Task
- Overriding a Data Collection Step
- Viewing Overridden Tasks
- Returning a Project to an Overridden Task
- Viewing Overridden Tasks in Fetchtch
Override a Project Task
To Override a Task from the My Tasks Dashboard:
- Double-click a Task from the Dashboard to open the Project Task.
- Click the up arrow from the blue Task Detail banner at the top of the screen.
- In the Project Tasks grid, click the Override button.
- This will override and complete the Task.
- Overriding a Task will activate the next Task in the project
- A checkmark will appear in the Overridden column of the Project Tasks grid.
- Overridden tasks will display "Overridden By: [Employee Name]" in red text at the top of the Task Detail screen when the Task is opened.
Overriding a Data Collection Step
Users can override a data collection step from the Data Collection tab of an Annual Administration Data Collection Project. The Project must have an "Annual Administration" Project Type, "Annual" Project Frequency, and require Data Collection for the Data Collection tab to appear.
- From the Data Collection tab of an Annual Administration Data Collection Project, click on a Data Collection step tab on the left of the grid.
- Click the Complete (lock) button.
- The lock button will appear unlocked for steps that are not completed.
- To override a step with this button, the user must have the Task Override Security Right.
- A popup will appear. Click "Yes" to override and complete the step.
Users can also remove completion for a Data Collection step. When a Data Collection step is completed, the lock button will appear locked. This icon can then be clicked to remove completion for a completed step. Users can hover over the icon to read a message confirming the function if unsure.
Viewing Overridden Tasks
Overridden Tasks will display who overrode the Task and when.
Viewing Overriden Tasks in PensionPro
Users can view in PensionPro if a Task was overridden on the Task Grouping tab of a Project.
- Overridden Tasks will have a checkmark in the Overridden column of the Task Grouping > Tasks tab of a project.
- "Overridden By: [Employee Name]" in red text at the top of the Task Detail screen when an overridden Task is opened.
Returning a Project to an Overridden Task
When a Review Task returns a project to a Task that was previously Overridden, the Overriden status and name of the employee that overrode that that appeared in red text on the Task Details screen are removed.
Viewing Overridden Tasks in Fetch
To access that data points for Overridden On and Overridden By,
- Open Fetch
- Expand the node tree: Firms > Locations > Clients > Plans > Projects > Task Groupings > Tasks > Task States
- Created On to see when a task was Completed or Overridden
- Task Status Type to see whether the task was Completed or Overridden
Note: It was not possible to record who overrode the task prior to this feature. Under the Created By node, the First Name will display 'Sys' and Last Name node will display 'Admin' for any tasks that were overridden but were unable to determine by whom.