Remember: Like most DoD websites, TMT only works in Internet Explorer

Module 1 – Home Page Navigation

Home Page Navigation Objectives

• Upon completion of this module, you will be able to:
  • Access the various system views
  • Conduct searches from the home page
  • Access command bar options
  • Access navigation bar options

Navigate to TMT

• Navigate to the Task Management Tool system using your organization’s URL
• Select the EAMS option for CAC authentication to log on
• Select the Login button
• Choose either certificate once you are prompted, then click OK

TMT Home

• The TMT Home page will appear, displaying the default system view containing a list of taskers assigned to you and your assigned teams
• This list will also include taskers that you and your team have created
• The Task Management Tool banner also acts as a Home button. When clicked, it returns TMT to the default system view.

System and Personal Views

• Navigate through the system and personal views by clicking the view selector dropdown menu.
• Select an option from this list to change the taskers displayed on your screen. We will cover the three main system views:
  • Active – My / My Team / Teams I Manage (default): displays all taskers initiated by or assigned to you or any team you are a member of, including your parent team and guest teams
  • Active – My / My Team: displays all taskers initiated by or assigned to you or your parent team
  • Active – My / My Team Overdue and Due in 7 Days: displays all taskers initiated by or assigned to you or your parent team that are overdue or due in the next 7 days

Search for Records

• Use the Search for Records field (also called Quick Find) to find taskers with an initiator role using the Subject, External Tasker ID, and Tasker ID search criteria.

Sort Functionality

• Sort columns by clicking on the column header. This action will list data for the column in ascending or descending fashion
• For example, if you were to click on the Status Reason column, tasker statuses would be listed alphabetically

Filter

• Filter, similar to Microsoft Excel, users can filter columns by clicking the filter icon
• This can be used to narrow down the data in TMT allowing users to only view the information they need

Refresh

• Refresh, after changes have been made to taskers, click the Refresh button next to the Filter button to ensure data displayed is up to date

Command Bar

• The Command Bar includes the following functions:
  • +New: initiates the creation of a new tasker. The process of creating a new tasker will be covered later in the course.
  • Email a Link: creates an Outlook email with a link to the selected tasker
  • Excel Template: reporting functionality that exports view parameters to Excel for creation of custom analysis spreadsheets that can be re-imported and shared with other members of your organization
  • Export to Excel: Exports the displayed view as either a static snapshot or dynamic refreshable Excel spreadsheet

Charts

• Click the Charts pane that runs vertically on the right side of the tasker home page to view available charts regarding taskers in the current view
  • Charts are intended to provide a summary view of the data displayed on the current view. These charts allow users to view the data by various dimensions.
  • Clicking on the chart images will further filter the views by a particular value. Users can also create their own charts.
  • Click the down arrow in the top left of the Charts Pane to view additional system charts

Primary Tasker Menu

• Next to the Task Management Tool banner is the first Tasker Menu covering the navigation bar options:
  • Tasker: allows the user to navigate through different entities related to taskers, users, and teams
    • In the My Work section, the following options are available
      • Taskers: returns the screen to the homepage
      •  
      • Dashboards: displays multiple views on one screen. You can use existing dashboards or create your own
      • Extension Requests: are available if more time is needed to complete a tasker, assignees can initiate an extension request
        • In this section, the task assignor can approve or disapprove the extension request, automatically updating the assignee’s suspense date
      • Approvals: navigates the user to approval route steps, otherwise known as the Approval Process 
        • The default view displays a list of approval requests awaiting my or my team’s review 
        • The full Approval Process is covered in the Advanced Training CBT 
    • Users and Teams provide the ability to look up all users that have a TMT account in your organization’s TMT environment. The following are a few tips when searching for teams or users
      • You can enter partial names when searching for users
      • Team searches default to All Active Teams, you can search for users within teams
      • You can export search results with selected teams or users
      • Exporting users and teams allows you to manage your team hierarchies and user alignment to those teams.
  • Templates: allows the user to create and save text, assignment, approval route, and tasker templates. These templates can be used repeatedly to expedite the functions required during the tasker lifecycle.
    • Templates will be covered in depth in the TMT Advanced Computer Based Training (CBT)
  • Metrics/Reports: Provides access to available metrics and reports related to the status of a user’s personal and/or team(s) taskers
    • Custom metrics and reports can be developed specific to the needs of an organization
  • TMT Support: allows users to access TMT training materials, cheat sheets, and how to guides
    • You can also select the question mark in the upper right hand corner to access TMT help sites

Secondary Tasker Menu

• Taskers Menu: to access the 2^nd Tasker Menu, click the arrow next to the 2^nd Taskers title.
  • Here you can view your recently viewed taskers by the Tasker ID

QuizzesStatus

1

Module 1 Check

Tasker Navigation Objectives

• Upon completing this module, you will be able to:
  • Tasker Roles and Statuses
  • Locate the functionality of a tasker that includes:
    • Understand Tasker ID Generation
    • General Section
    • Tasker Instructions
    • Document Libraries
    • Tasker Responses
    • Tasker Status

Tasker Roles

• Let’s start with the tasker roles found in TMT. There are a number of roles that you can be assigned on a tasker. This section will describe each role.
• First, there is the Initiator role
  • The initiator is the person or team who creates the tasker
  • An initiator may complete the task themselves, or task it down for further coordination
• OPR stands for the Office of Primary Responsibility and is equivalent to a lead
  • If you are tasked as an OPR, your office is responsible for the response and task completion
  • A Primary OPR is the first OPR that is tasked
  • Note: It is recommended that an OPR be assigned at every level of the tasker
• OCR stands for Office of Coordinating Responsibility and is equivalent to an assist
  • If you are tasked as an OCR, you are providing inputs to the action officer who is responsible for the task completion
• OPR-C or OCR-C is an Office of Primary Responsibility or Office of Coordinating Responsibility that has been tasked by an OCR.
  • The “-C” indicates that these teams are assigned by an OCR
• The CC role means information only.
  • This option can be used if you want a team to be aware of a tasker, but no action is required

Tasker Statuses

• Every tasker assignment, including the initiator’s tasker, is a unique tasker copy that is associated with a master tasker copy. This link between tasker copies and the master tasker copy allows for simultaneous coordination on a single tasker.
• A tasker copy’s status represents its relationship to the master tasker copy, at that moment in time.
• When the initiator creates a task but has not yet assigned it for coordination, they will see a status of New.
• A status of Assigned is seen by team’s that have received a tasker but have yet to accept or reject.
• A status of Accepted is seen after the tasker has been accepted
• A status of Rejected means that the tasker has been rejected by the assignee
• A status of In OPR or In OCR means that the tasker is being worked on by the OPR or OCR
• The next set of statuses are seen only by the assignor and help the assignor track if their assignees tasks are still being worked or are completed
• A status of OPR Complete or OCR Complete means that the OPR or OCR has finished their work on the tasker
  • If the assigning team assigns an OPR, that team will see a status of In OPR or OPR Complete
  • If the assigning team only assigns OCRs, that team will see a status of In OCR or OCR Complete
• A status of No Response means that the assignor of the task completed their copy of the tasker before their assigned OCR. This is typically seen if the suspense date has passed and the assignor cannot wait for the OCR’s response to complete the task
• A status of Complete means that your team has finished all work on the tasker and clicked the Complete button
• A status of Cancelled means that the tasker has been cancelled by the assignor
• A status of Reopened means that the tasker was previously closed, but the initiator reopened it for your team to provide an updated response
• A status of In Route means that the tasker is in an approval process
• A status of Route Complete  means that all reviewers in an approval route approved the tasker
• A status of Route Disapproved means that one reviewer in an approval route disapproved the tasker
• A status of Route Cancelled means that the route has been cancelled

Selecting a Tasker

• On the TMT Home page, you can see the default system views containing the list of taskers assigned to you and your team. This view is adjustable to suit you and/or your team’s needs.
• To view a tasker, select the blue hyperlinked Tasker ID

Viewing a Tasker

• Once clicked, the tasker will open

Green Bar

• The color of the top bar will change depending on the classification level of the tasker
  • Within the green bar, basic information is provided
• The Tasker ID is displayed on the far left of the green bar
  • The tasker ID is a system-generated unique identifier that starts with an abbreviation for your organization, for example “HQDA”, followed by the date of creation in YYYYMMDD format. The Tasker ID ends with 4 to 6 randomly-generated numbers and letters, depending on your organization’s configuration.
• The right side of the green bar displays the following information:
  • The classification shows the classification of the tasker
  • Status reason displays the current status of the tasker copy being viewed
  • The role displays the tasker copy owner’s relationship to the tasker, whether an Initiator, OPR, or OCR

Information Bar

• Below the green bar is the information bar.
• The information bar provides helpful hints, which aids in the efficient completion of the tasker lifecycle

General Section

• Next is the General Section, which provides general information regarding the tasker
• More information on the General Section will be provided in the Initiate a Tasker Module

My Instructions

• If you are the initiator of a tasker, My Instructions should detail the desired outcomes from the tasker. If you are assigned a tasker, My Instructions should provide detailed directions for the response.
• You can expand the My Instructions section by selecting the Expand icon

Insert Text from Template

• Below the My Instructions section is the Insert Text from Template field. By clicking on the search icon, users can insert saved text templates to populate the My Instructions section.
• Inserting text from templates is useful when initiating taskers that are created on a cyclical basis and delegated to the same people with the same instructions. They are also useful for standard outlines, if offices have specific requirements that must be included in the task.
• Templates can be shared with teams or users, as needed
• Further details on templates will be provided in the Advanced TMT training

Document Libraries

• All TMT Document Libraries are SharePoint-based and include standard SharePoint functionality
• The first document Library is Original Documents
  • This library includes original reference documents on which the tasker is based and documents that contain information needed by those who are assigned to work and complete the tasker
  • Documents within Original Documents can uploaded and edited by the Initiator only. It is read-only for all other users
• The next document library is Supporting Documents
  • Supporting documents is where all the tasker coordination and work takes place. This library contains documents fully available to all assigned members of the tasker.
  • Typically, this is where OCRs post documents for review and consideration by the OPR, but any participant in the tasker can make updates. This is a great place to store a comment resolution matrix or any other document that needs to be built by those involved in the coordination.
• The last document library is Final Documents
  • This library is reserved for the Primary OPR, subordinate OPRs, and the Initiator of the tasker to place final response documents for the tasker
  • It is read only for the tasker OCRs, OPR-Cs, and OCR-Cs

My Response

• The My Response field is specific to each tasker copy and is where the assignee inputs their response to the tasker

Insert Text from Template

• Similar to the instructions section, users can use the Insert Text from Template tool to populate a previously created Text Template
• By clicking the search icon, the user can find existing templates
• Again, templates will be covered in the TMT Advanced CBT

Tasker Status

• The Tasker Status section is one of the most useful features of TMT, providing a glimpse into the entire tasker lifecycle, including the status for each assignment and approval route – tracking each owner, their role, status reason, suspense date, assigned date, and completed date
• The tasker status table has a color scheme similar to a stoplight
  • Green: if a user or team’s status is in green font, the tasker response is not late and has not yet reached the warning threshold date set by the initiator
  • Amber: amber font means the user or team has reached the Warning Threshold to show that the suspense date of their tasker copy is near
  • Red: red font means that the suspense date has passed, and the tasker is overdue

Paper Icon

• The Paper icon next to each name in the Owner column shows Tasker Details for the person or team’s copy of the tasker and includes status description, instructions, responses, who last modified the tasker copy, and the date of last modification

Consolidated Instructions

• Everyone included in a tasker has their own copy of the tasker, so each person or team can enter their responses without overriding other assignees
• In this section, users can see unique instructions to the assignees immediately subordinate to their own copy of the tasker

Consolidated Responses

• Consolidated Responses displays the responses of the assignees immediately subordinate to the displayed copy of the tasker

Initiate a Tasker Objectives

• Upon completion of this module you will be able to:
  • Create a Tasker
  • Populate the General Information Section
  • Generate the instructions for a tasker

Selecting New

• From the home page, click the +New button to initiate a tasker

General Section

• A blank tasker will appear with many fields for you to complete
• In the General Section, ensure all required fields are filled in before attempting to save. Required fields are denoted with a red asterisk
• Subject
  • The subject is a tasker descriptor
  • The subject should be short and to the point so that those involved with the tasker can easily understand the nature of the task
  • This is also a searchable field, so it is recommended that your organization develop a naming convention to maintain easily searchable taskers
• Suspense Date
  • The suspense date sets the overall Tasker due date
  • Unique suspense dates for the OPR and OCR can be altered in Manage assignments and will be covered in the Manage Assignments module.
  • The TMT default suspense date is 21 calendar days from the current date, and can be adjusted as desired. Your specific organization may have the default suspense date configured to a value other than 21 days
• Warning Threshold
  • The Warning Threshold is the point when the tasker will change from Green to Amber in Tasker Status.
  • The TMT default is 72 hours before the suspense date, but can be adjusted as desired. Much like Suspense Date, your specific organization may have Warning Threshold configured to value different than 72 hours
• External Tasker ID
  • The External Tasker ID field can be used if tracking a tasker from an external tasking system
  • While inputting the external tasker ID does not connect the different systems, this feature can be used as a unique identifier and can help when searching or running metrics
  • If a tasker is sent through ETS (Enterprise Tasking Service) from another TMT organization, the External Tasker ID field will be automatically populated
• Origin
  • The origin is the organization from whom the task is derived
  • For example: SA, OSD, Congress, or staff initiated
• Owner
  • The owner is an auto-populated field that defaults to the Parent Team of the initiator of the tasker
  • In most cases, this value should not be changed otherwise you may lose control of the tasker
• Active Suspense Extension Request
  • The Active Suspense Extension Request is not an active field when a tasker is being initiated
  • If the initiator creates a task, then assigns it for coordination, the OPR or OCRs on the task can request an extension to the suspense date
  • Upon this request, the initiator’s version of the tasker will then display that there is an active suspense extension request
• Classification
  • The classification field allows the initiator to set the classification level
  • For the NIPR instance of TMT, users can select additional levels of unclassified taskers, such as:
    • Unclassified PII
  • Set the classification based on the nature of and information contained in the tasker
  • On the NIPR side in many TMT organizations, there is an option called SIPR Action Tracker
    • Use this option when tracking a tasker that exists in SIPR TMT
    • Since many people do not check SIPR every day, you can create your classified tasker in SIPR TMT, then create a SIPR Action Tracker in NIPR TMT to notify assignees that they have a tasker on SIPR
    • As a reminder, you should NEVER place classified information on an unclassified system
  • The tasker color banner will change for different classification levels based on specific organization configurations. Standard configurations will display the bar as green for NIPR unclassified. Blue for confidential, and Red for Secret
    • Of course, it will only be red for Secret on SIPR TMT
• Is Private
  • Under normal circumstances, TMT allows every user to search for all taskers located in TMT. This is because TMT is intended to be an open and transparent system that improves accountability.
  • However, there are specific instances when all users should not be able to see a tasker, for example if it contains PII or sensitive personnel information
  • If you select the Is Private checkbox, only the initiator of the task and those directly assigned will be able to see the tasker. All other individuals or teams who are not involved with coordination of the tasker won’t be able to view or search for the private tasker.
  • Note that TMT allows taskers to be assigned to any team. Thus, while a private tasker is locked down to tasked teams and individuals, it is impossible to control whether other teams further delegate the assignments.
• Priority
  • Priority defaults to Routine but can be updated
  • Please note that changing the priority to Expedite or Very High is only a tag and will not change the tasker lifecycle or suspense in TMT
  • Use increased priority tags with discretion, for if every tasker is a Very High priority, effectively nothing is
• Action
  • The action field indicates the action required by the highest-level reviewer of the tasker
• Category
  • The Category is a tag to show what the tasker is about
  • This is a configurable field by organization
  • Some examples of categories your organization may use are: Training, Legal, or Funding
• Status Notes
  • Status Notes is an open text field for some TMT organizations that is unique to each tasker copy. It allows a tasker owner, such as the Initiator or OPR, to enter up-to-date information about the tasker
  • Some examples of relevant status notes are:
    • Estimated completion date
    • The person who is currently working on the tasker OR
    • The next action that will be taken

My Instructions

• The My Instructions section is where the task initiator provides relevant instructions and directions for the tasker
• The Initiator should be as detailed as possible here, providing
  • A Point of Contact
  • The purpose
  • Deliverable information
  • Background
  • Suspense information, and
  • Reference to any documents uploaded as part of the tasker
• The quality of information in My Instructions dictates the quality of the response

Save

• Once all the necessary information is completed, click the Save button on the left side of the command bar
  • A “Creating Tasker” pop up window will appear to let you know the tasker is being saved
• Upon initial save of the tasker, the tasker ID is created in addition to the SharePoint libraries within the task
• To verify the tasker has finished saving, the screen will refresh, and the banner will change from New Tasker to the Tasker ID

QuizzesStatus

1

Module 3 Check

Please note: Some organizations have Pop-up blocker settings turned on for all computers. When managing assignments for the first time from a new computer, you should select “Always Allow” if the Pop-up blocker message appears. After you select “Always Allow” once from a given workstation, you should not have to do it again.

Manage Tasker Assignments Objectives

• Upon completion of this module you will be able to
  • Assign tasks to others using manage assignments
  • Add OPR and OCRs
  • Check Tasker Status
  • Update OPR/OCR suspense dates and instructions

Select Manage Assignments

• As mentioned in the Accept, Respond, and Complete module, if additional coordination is needed on an assigned tasker, it can be accomplished through Manage Assignments
• To access Manage Assignments, click the Manage Assignments button in the Command bar within the tasker

Manage Assignments Window

• Once Manage Assignments is clicked, the Manage Assignments window will appear
• Only one OPR, Office of Primary Responsibility, can be assigned from your copy of the tasker, but many OCRs, Offices of Coordinating Responsibility, can be assigned
  • If at any point additional users or teams need to be assigned to the tasker, or if someone needs to be removed from the tasker, users must return to Manage Assignments

Lookup Teams or Users

• To add assignees to the tasker, click the search icon to the right of the Assignments entry box
  • Please note: when logging onto a new computer, always allow “Pop-up blocker” if the popup message window appears
• In the Advanced Lookup Records window, you can use the Look For dropdown to change the options seen
  • The Assignment Template option allows users to reference a previously created template
    • This feature will be covered in the Advanced training
  • Local Users displays all users on your instance of TMT
  • My Local Users displays all users within your team and users one organizational level below your team
  • Local Teams displays all teams in your instance of TMT
  • My Teams displays your teams and teams one organizational level below your team
  • Enterprise allows users to select teams from other TMT installations, such as CATMS
    • Only certain teams will have the ability to send a tasker to another TMT installation
  • External allows users to assign email only taskers to those outside the TMT network. Note that work on these taskers would need to be conducted outside the TMT system and then uploaded to TMT for review.
  • In this example, My teams will be used
    • Please note that it is recommended that when assigning taskers, teams, not individual users, should be assigned
    • This ensures multiple team members have access to the same tasker and prevents a single point of failure
  • To search for a specific team, use the search field to find the team name
    • Next, click the box for each of the teams needed
      • On the bottom of the page click the Add button, then OK
      • Teams can also be searched for using the open text search field
  • The advanced lookup records window will close automatically and return to the Manage Assignments window

Delete from Tasker

• If a user or team is mistakenly added, the assignee can be deleted by clicking the checkbox next to the name and then the Cancel button

Tasker Role

• Role selections will be defaulted to the OCR role
• To make a team or user an OPR or CC, click the box in the OCR or CC column

OPR and OCR Details

• In the OPR details and OCR details sections, users can enter individual instructions and suspense dates for the OPR and OCRs

Manage Assignments Options

• On the bottom of the page, four options will be available:
  • Save as Draft allows you to save information in the Manage Assignments window so you can return to it later
    • The assignments will not be sent until the Manage Assignments window is opened again and the send button is clicked
  • Hand Off Draft allows users to give this tasker assignment to another TMT user or team to assume their role
    • This is useful when handing off the tasker draft to your tasking authority
    • Keep in mind, you will lose all control of the tasker once you hand off draft to your tasking authority, who can then send or cancel this tasker
  • Click Send to execute the tasker assignments
    • A notification of the assignment will be sent to the email addresses associated with the assigned team or user in TMT
      • In order to receive a team notification, users must be part of the organization email box or email distribution list associated with that team in TMT
      • Contact your local IMO with questions regarding organization email boxes or email distribution lists
  • The Cancel option will close the assignment window without saving your work
• Click Send to send the assignments and Continue

Tasker Status

• Once saved, details of this assignment can be reviewed in the tasker status section
  • This shows real-time information about the status of the work assigned in the tasker hierarchy
  • The row highlighted in blue shows which copy of the tasker you are currently viewing, which may not be one you have privileges to modify
    • Note that if users are viewing a copy of the tasker they do not own, the footer of the tasker will display as Read Only and they will not be able to make changes to that tasker

QuizzesStatus

1

Module 4 Check

Accept, Respond, and Complete Objectives

• Upon completion of this module you will be able to
  • Locate tasker instructions and attachments
  • Accept a tasker
  • Reject a tasker
  • Respond to a tasker
  • Complete a tasker

Assigned Tasker, Tasker ID Link

• From the home page tasker view, locate your assigned taskers
• Assigned taskers will meet the following criteria:
  • The owner field will default to you or your parent team
  • The role displayed will be OPR, OCR, OPR-C or OCR-C depending on your role on the tasker
  • The status reason is Assigned, meaning that it is waiting for your review and acceptance
• To access the tasker, click the tasker ID hyperlink in the tasker ID column

Accept

• Accepting the tasker means that you will act on this task on behalf of yourself or your team
• When making the decision to accept the tasker, review My Instructions, Tasker Status, and any SharePoint document libraries
• To Accept the tasker, navigate to the Command Bar and choose the Accept Option
• Once you click the Accept button, the Status Reason will change to Accepted
  • Please note that if you are wrongly assigned to the tasker, you can accept the tasker and enter “I have no equities in this task” in the My response field
  • Then, you can click Save and Complete

Reject

• You can reject a tasker if you or your team are assigned incorrectly. You can refer to your organization’s business rules to see when you are allowed to reject a tasker.
• To reject the tasker, navigate to the command bar and choose the Reject option
  • A Reject Tasker pop-up window will appear
  • There are two options in the Rejection Reason drop down
    • The first option is Recommend Reassignment
      • If you know who should have been tasked, you can recommend that team or user in the Recommended owner field followed by a comment in the Comments field
    • Alternatively, if you are unsure of the recommended owner, you can select the Other option followed by a comment in the comments field
• The Tasker Status will now show rejected for this tasker copy
  • Once the tasker has been rejected, it cannot be accepted
  • Likewise, once a tasker has been accepted, it cannot be rejected

Acknowledge Receipt

• If the assignor of the tasker chooses to force the recipient to accept the task, then the recipient will be presented with an Acknowledge Receipt button instead of Accept and Reject buttons
  • By clicking Acknowledge Receipt, you are accepting the task and the status reason will change from Assigned to Accepted
  • Please note that if you are wrongly assigned to the tasker, you can acknowledge receipt of the tasker and enter “I have no equities in this task” in the My Response field

My Instructions

• Once the tasker has been accepted, follow the instructions in the My Instructions field to act on this task
• To expand the My Instructions field, click the Expando button in the top-right of My Instructions
• If additional coordination is needed and the tasker needs to be sent to additional teams or users, the manage assignments button can be clicked
• The manage assignments process will be covered in the next module

Document Libraries

• You can toggle between the different libraries by selecting Original, Supporting, or Final
• OCRs are granted Contribute permissions to the Supporting Documents library, allowing them to upload and make edits to documents
• In this example, the OCR role is assigned and therefore only the Supporting Documents library is available to edit
• Select the Open in SharePoint button to open the highlighted document library in a new tab
  • Opening in a new tab will allow you to use additional SharePoint functions, if you so desire

Uploading Documents

• To upload a new document, click the Upload button
  • Within the window, click the Browse button to choose a document from your computer
  • Once the document has been selected, click the Open button
  • Click the Upload File to add the document to the library
  • As seen, the document is now added within Supporting Documents
  • You can also upload a new document by dragging and dropping it from your desktop into the library window
• Please note that uploading files with the same filename will overwrite the existing file but version history will be stored to allows you to revert back to one of the previous versions
  • To prevent overwriting someone else’s document, download the document, save it with a suffix on the end of the file name such as the date or organization name, then re-upload the document.
  • This will create a unique copy of the document
  • You can also create a folder in the document library for your organization

Editing Documents

• To view and edit a document, click the document title link in the document library
• The document will open on your computer
• You can then add your edits and comments to the document and Save as your normally would to automatically save your updates back to the library

Responding to a Tasker

• Once responsibilities for the tasker have been completed, write a response in the My Response field
• To save the response, click the Save button
• A response must be provided to complete your copy of the tasker
• To expand the My Response field, click the Expando button in the top-right of My Response

Complete the Tasker

• After all the work on the task is finished and the response has been provided, complete your copy of the tasker by clicking the Complete button in the command bar
• A Complete Tasker window will appear allowing you to construct a notification that will be sent to the assignor of the task
• The following options are available:
  • An Info copy of the tasker with your response can be sent to a TMT user or team
    • To send an info copy of the Tasker click the advanced look up button
    • Search for the user or team that needs to be added
    • Once found, click the OK button at the bottom of the page
  • The response entered earlier in the My Response field automatically populates here. You can edit in this response field to change the completion message that will be sent
  • Supporting Documents or Final Documents can be viewed if you are an OPR
    • Click the box next to the documents if you wish to include a link to the document in the completion notification
• Once all information has been viewed, click the OK button to complete the tasker and send a notification to the tasker assignor
  • The status of Complete will now be visible in the Status Reason field

← Previous Topic

Introduction to the Approval Process Objectives

• Upon completion of this module you will be able to create a senior leader approval route
• Please note, the Approval Process will be covered in full in the TMT Advanced CBT
• The following is only a basic description of the functionality
• This approval process is often used by various levels of an organization to gain leadership approval

My Response

• On an active tasker, ensure you have a response in My Response and the response is Saved
• There must be a response to start an approval process

Submit for Approval

• Click the Submit for Approval button to initiate an approval route

Manage Approval Route

• A Manage Approval route window will open to build the route
• Click the Search icon to add steps, meaning teams or users, to the route
  • Just as in Manage Assignments, click the teams or users for the stage utilizing the Look For dropdown menu and search box
  • Click Add, then OK
• Click the dropdown menu next to the team or individual to select the action required of them
  • The possible actions are reviewed in the TMT Advanced CBT
• To add new stages, click Add New Stage
  • Users can add as many stages as needed
• Please note: stages occur sequentially and all steps within a stage occur simultaneously
  • All steps must be completed in a stage before the next stage is activated

Close a Tasker Objectives

• Upon completion of this module you will be able to close a tasker

Locating Complete Taskers

• The initiator of the tasker has the ability to fully Close the tasker, all other assignments should simply complete their tasker copies as discussed in Module 5
• To locate taskers that need to be closed out, start at the Home page
• From the Home Page, find a tasker in which you or your team are the initiator
  • The Role column will be initiator
  • The Status Reason should either be OPR complete, OCR Complete, or Route Complete
  • Note that an email notification will be provided to the initiator when the tasker is completed by OCRs or OPRs
• To access the tasker, click the Tasker ID hyperlink in the Tasker ID column

Tasker Status Review

• To verify all teams have completed their copy of the tasker, navigate to Tasker Status
• Every assignment’s Status Reason should be Completed
  • Please note: if any OCR has not completed their portion of the tasker and the tasker needs to be closed, the Initiator can still close out the task without receiving their responses
    • If an OPR was assigned to the tasker and they have not completed their response, the initiator must either cancel them from the tasker or change their role to an OCR in Manage Assignments

Review Responses

• The consolidated responses section will allow you to view all the responses

Enter Final Response

• Once everything has been reviewed within the tasker, write your response in the My Response field
• Once a response has been written, click the Save button

Close

• In the Command Bar, click the Close button
• A popup dialogue will appear, warning you that no further changes can be made to the tasker unless the tasker is reopened
• Click OK

Status Change to Complete

• The status will change to Completed in the Status Reason field
• This tasker is no longer active and will now be available under the Inactive System View