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Changing Assignee Task Status as Proxy

A document owner, questionnaire owner, manager, or administrator can do either of the following:

Require assignees who have already completed their tasks to read the document or complete the questionnaire again
(Documents only) Acting as an assignee's proxy, mark that assignee's task complete (as if the assignee had clicked Mark as Read in a document)

Notes:

The ability to mark a document as read by proxy is controlled by a Content Setup preference that can be turned on or off by an administrator, so this option may not be currently available in your PolicyTech system.
You cannot set a stand-alone questionnaire as complete by proxy.

Open a published document or questionnaire assigned to your department.
At the top of the document window, click , and then do either of the following:

Click Require to Read/Complete Again.
(Document only) Click Proxy Mark as Read.

If multiple sites exist, select a site or sites containing one or more assignees whose assignments you want to modify.
Use Select From to choose a method for selecting assignees (individually, by department, by group, or by job title). For details on the rules that determine which items are shown in a Select From list, see "Select From" List Content Rules below.

Select the assignees whose task status you want to change. Refer to the following sections for detailed instructions:

Selecting from an Assignees List

Selecting from a Groups List

Selecting from a Departments List

Selecting from a Department Groups List

Selecting from a Job Titles List

(Optional) For Task Change Rationale, type the reason why you're changing the assignee tasks for the selected users.
Do one of the following:

If you selected Require to Read/Complete Again in step 2 above, click Require Task(s) Again.
If you selected Proxy Mark as Read in step 2 above, click Mark Task(s) Complete as Proxy.

Click Continue to confirm.

Close the document/questionnaire.

"Select From" List Content Rules

If you've been assigned the Manager role, either for departments or for individual users, your ability to require assignees to read or complete a document or questionnaire again or to mark a document as read by proxy is strictly limited to those who meet the following criteria:

The assignee is someone you're assigned to manage, either individually or as a member of a department you manage.
The assignee is already assigned to the current document.
The assignee's current "mark as read" status makes the action you've selected (Require to Read/Complete Again or Proxy Mark as Read) applicable. Specifically, the Require to Read/Complete Again action is only applicable for those assignees who have already marked the document as read or completed the questionnaire, while the Proxy Mark as Read action is only applicable for those assignees who have not yet marked the document as read.

If you're an administrator, you can apply either action (Require to Read/Complete Again for a document or questionnaire or Proxy Mark as Read for a document only) for any assignee already assigned to the current document or questionnaire and for whom the action is applicable.

The above criteria affect how items are listed for each Select From option, as described below.

Selecting from an Assignees List

Only those assignees are listed who meet the criteria listed under "Select From" List Content Rules above. Select one or more of the assignees listed.

Selecting from a Groups List

All assignee groups are listed. To select users from a group, click a group name to show those assignees (if any) within the group who meet the criteria under "Select From" List Content Rules above. Then, select one or more of the assignees listed.

Selecting from a Departments List

If you've been assigned to manage one or more departments, each assigned department is listed for you to select. Selecting a department selects those assignees (if any) within that department who meet the criteria under "Select From" List Content Rules above.

Note: The icon preceding Assignees in the selected list header shows how many of the selected departments' assignees have been selected. To see a list of those assignees, click the icon.

If you've been assigned to manage individual users, each department containing one or more of those users is listed. Click the department name to show those assignees (if any) within the department who meet the criteria under "Select From" List Content Rules above. Then, select one or more of the assignees listed.

Selecting from a Department Groups List

All department groups are listed. To select users from a group, click a group name to show those assignees (if any) within the group who meet the criteria under "Select From" List Content Rules above. Then, select one or more of the assignees listed.

Selecting from a Job Titles List

All job titles assigned to users who meet the criteria under "Select From" List Content Rules above are listed. To select users with a specific job title, click the job title name to show those assignees (if any) who meet the criteria under "Select From" List Content Rules above. Then, select one or more of the assignees listed.