Skip to content

Tasks ​

Open Tasks from the side menu bar.

Tasks is the single list of things waiting on you for a decision. It gathers up the approval queues that otherwise sit in separate corners of the system, so nothing depends on remembering which screen to go and check.

The menu button carries a count of everything outstanding, so the number is visible without opening it.

What appears here ​

Task typeWhat it is
Credit ApprovalsCredits raised and waiting to be authorised
Refund ApprovalsRefunds waiting to be authorised
Authorise Withdrawal RequestsRequests to withdraw a pupil, awaiting a decision
Service RequestsRequests raised against your service

You only see what you are allowed to action ​

Each of those four is tied to a matching access right, granted through User Groups: Authorise Credits, Authorise Refunds, Authorise Withdrawals and Service Requests.

A task type appears in your list only if you hold the right for it, so two people opening Tasks may see quite different lists, and the count on the menu button is personal to whoever is signed in. If somebody reports that a queue has gone missing, it is their group membership to look at rather than the data.

Related

Notifications tells you when something has happened; Tasks is what is waiting for you to act on.

Paritor - Winslade Park, Manor Drive, Clyst St Mary, EX5 1FY