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PensionPro 2.0 - Task History & Using Task Overrides

PensionPro tracks the history of a Task when it changes state. A Task State can be Activated, Completed, Overridden, or Returned. The Task History includes the state, who changed it, and when.

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

Menu:

 

Task History

Viewing Task History using Fetch

  1. Click Power Tools > Fetch. Fetch will open in a new browser tab.
  2. Expand the node tree: 
    • Firms > Locations > Clients > Plans > Projects > Task Groupings > Tasks > Task History
  3. Nodes
    • Created By First Name
      • First name of the Employee who affected a change on the task state. If Employee First name cannot be determined, the first name will be Sys.
    • Created By Last Name
      • Last name of the Employee who affected a change on the task state. If Employee First name cannot be determined, the first name will be Admin.
    • Created On
      • The Date of the activity.
    • Current State- This is either true or false. Since all of the history of a task is tracked, you can see a running log of who did what to that Task and when. The most recent change made to that task will have a Current State of true. All previous activity for that Task will have a Current State of false. 
    • Task State- Can be one of the following:
      • Activated
      • Completed
      • Overridden
      • Returned

Tip: Set the filter Current State to true to see a unique list of Tasks ignoring and previous history for that task.

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 who.

 

Task Override

Override a Project Task

To Override a Task from the My Tasks Dashboard:

  1. Double-click a Task from the My Tasks Dashboard.
  2. Click Tasks directly above the grid.
  3. In the Project Tasks grid, click the Override button for the task to be overridden. 
  4. This will override and complete the Task.
    • Overriding a Task will activate the next Task in the project.
    • Overridden tasks will display Overridden By: [Employee Name] on the Task Summary grid. 

On any Task Grouping > Task Screen there is an Overridden On column that tells you when a Task has been overridden.

Note: With the release of this feature, the Overridden On field has been back filled but we are unable to back fill the Overridden By field information.

 

Overriding a Data Collection Step

Users can override a data collection step from the Data Collection menu 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 menu to appear.

  1. From the Data Collection menu of an Annual Administration Data Collection Project, click a Data Collection step sub-menu.
  2. Click the More icon > Lock button.
    • The menu will display the Lock option for steps that have not been completed. 
  3. 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 menu will display the Unlock option. This button can then be clicked to remove completion for a completed step. 

 

Returning a Project to an Overridden Task

When a Review Task returns a project to a Task that was previously Overridden, the Overridden On and Overridden By are removed.

 

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