Overview

In this article, we will review how to document tasks on behalf of another employee.

Documenting Tasks on Behalf of Another Employee

To mark tasks as completed by another employee, follow the steps below:

Step 1: Select the Check box next to each task you want to mark as complete.

Step 2: Select the Exception button.

Step 3: From the Task Completion Modal that opens

Step 4: Select the Status.

Step 5: Select the Green Check Mark.

Step 6: Select the Employee. (Not yourself)

Step 7: Select the Green Check Mark.

Step 8: Select the Reason for changing employee.

Step 9: Select the Green Check Mark.