Approvals in Task Manager
Table of Contents
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
Approvals let managers and admins review, approve, or reject records submitted by staff, and then sign off on them.
This helps check that records and tasks are completed correctly and ensures food safety procedures are followed across locations.
Approve records
1. Log in to the Task Manager admin dashboard in the United States at taskmanager.us.ncco.com, or in Europe at taskmanager.ncco.com.
2. Click on the Approvals tab on the side bar.
3. Click on All Venues to select the scope you want to apply the resource to and click Select to set the venue scope.
TIPS & TRICK
- Select All Venues if you want the resource to be applied to all venues in your portal.
- Select a Single Venue if you want the resource to be applied to a specific venue only.
4. Select the dates to approve records, and the dates selected will be highlighted in blue.
- Approved records will be highlighted in green.
- Pending approvals will be highlighted in orange.
5. Click Review with the dates selected.
6. Select which individual forms to approve or click on All Forms to approve all.
7. Click Inspect. Review the record form.
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8. Select the individual records that need to be approved by checking the box in the left column or click Select All to approve all records.
9. Scroll to bottom of page to click Approve with records selected.
10. Type a comment and add your signature. Click Submit.
11. OPTIONAL: Click on Export PDF to export approvals with the dates selected.
12. Click the downloaded file in the upper right corner of the browser to open the PDF file.
12. The PDF exported will open with the record approvals for the venue.
Approve tasks
1. Click Tasks.
2. OPTIONAL: Click Add Remark to type a remark.
3. Select the checkmark button to approve or the X button to reject next to the task.
This shows how the approved or rejected task will appear in Tasks.
