How to Change the Status of a Task

Changing the status of a Task lets you and your colleagues know the status of a protocol and completion of the task work.

A task begins at 'Not Started' and ends at 'Completed', or 'Done' if you have the 21 CFR Part 11 add-on for task e-signatures.  

To progress through the status of a protocol:

1. Navigate to the protocol inside the desired Task.
2. In the upper right corner, locate the Status section and click Not started.
3. Choose Move to -> In progress from the drop-down menu.
4. Once you are ready to move the protocol to 'Completed', click on the In progress button. 
5. Choose Move to - Completed from the drop-down menu.
6. If you want to change the protocol status back to 'Not Started' click on Return to Not started.

If you have the 21 CFR Part 11 add-on, you will have additional statuses. 

1. To move the protocol to 'In review', click on the Completed button.
2. Choose Move to - In review from the drop-down menu.
3. A pop-up will appear, select Move & Lock.
   
   • You will sign and request signatures at this stage. This article goes over how to request signatures.
4. Once you are finished, click on In review.
5. Select Move to - Done. 

Protocols/Tasks can be progressed forward and moved backward one status at a time, but cannot skip statuses in between. 

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