Changing Reader Task Status
A document owner, manager, or document control administrator can do either of the following:
- Assign readers who have already completed their reading tasks to read the document again
- Acting as a reader's proxy, mark that reader's task complete (as if the reader had clicked Mark as Read)
Note: The ability to mark a document as read by proxy is controlled by a Document Setup preference that can be turned on or off by a document control administrator, and so this option may not be currently available in your PolicyTech® system.
- Open a published document assigned to your department.
- Click Options, and then do either of the following:
- Click Require to Read Again.
- Click Proxy Mark as Read.
- In the Site list, click a site containing one or more readers whose assignments you want to modify.
- Do one or more of the following to select users:
Note: You only see departments, job titles, and readers that you are assigned to manage.
- With the Readers tab selected, select individual readers.
- Click the Departments tab, and then select a department to select all readers in that department.
Note: You can also click the department name and then select individual users from that department.
- Click the Job Titles tab, click
before a job title, and then select a department to select all readers in that department who are assigned that job title.
Note: You can also click the job title or department name and then select individual users.
- (Optional) In the Task Change Rationale box, type the reason why you're changing the reader tasks for the selected users.
- Do one of the following:
- If you selected Require to Read 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.
- In the Change Tasks alert window, click Continue.
- Close the document.
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