(Legacy) Completing Tasks in the Guard

You can access the Tasks assigned to you by using the lefthand navigation panel and selecting My Tasks. Here you will find all Tasks that have been assigned to you for completion.

From the My Tasks page, clicking "view" on a Task will redirect you to the page that allows you to add Evidence or Notes to the Task. Once you have entered the necessary documentation select Finalize Task to mark it complete.

As an Officer or Admin, you can also view and access all organization tasks and their completion status by using the left hand navigation panel and selecting Programs and then Open Tasks.

To more easily navigate the Open Tasks, you can use any of the filtering selections provided below:

• Site: this filter can be used for multisite Users if only Tasks from a specific Site want to be viewed.
• Program: this can be used to sort between HIPAA, OSHA, or other Programs that The Guard offers so you can only view Tasks for that specific Program.
• Type: this filter can be used to view tasks by task type. This includes "Remediation" for tasks related to remediation requirements, "Attestation" for tasks related to training, "Question" for tasks related to audits, and "Miscellaneous" for tasks that were added manually using the "+ Add Task" button.
• Date: these filters can be used if you only want to view tasks within a specific date range.
• Status: this filter can be used if you'd like to view only "Complete" tasks, or "Incomplete" tasks.
• Search: this filter can be used to filter tasks using keywords such as "fax" or "security"                

Clicking on any Task from the Task list (from Programs > Open Tasks), will open that Task’s detail page. Here, you can select a Target Date; Assign a Task to a specific user; Add related notes in the Notes section; or Upload evidence and any related documentation. 

You can save your progress with the Save button available on the lower righthand side or close out the Task by selecting  "Mark Task As Complete" on the lower lefthand side.