Provides details about the selected writer groups' assigned writing tasks. You can choose to include only those tasks that are incomplete, overdue, or completed.
Manager, Report Manager, Administrator
Important: Be aware that selecting a group in a Tasks by Group report has a different effect than selecting a group in a Tasks by User report. This report lists documents and questionnaires to which specific writer groups have been assigned. Documents/questionnaires assigned only to individual writers will not be included, even if the individual writers happen to be members of the selected writer groups.
All options available for this report are displayed on the left. Notice that the number of currently selected groups is displayed after the Groups option, which you can click anytime to change your user selection.
Note: If you change your group selection after clicking View Report, click View Report again to refresh the report contents.
Note: For a document/questionnaire that has not yet been submitted for review or approval , None is shown in the Version Change Summary area.
Note: To access a saved report, click Reports, and then click My Saved Reports.
If you chose the Standard output format, the report opens in the viewing pane to the right where you can view the report, search within it, send it to another PolicyTech user, print all or part of it, and save it to disk in several different formats (see Working with a Finished Legacy Report for details). If the report contains links, click a document or questionnaire link to open that document/questionnaire in PolicyTech or click a user name to open another report specific to that user.
If you selected Microsoft Excel Raw, follow the prompts to download and open the Excel file.