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.

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

How to change the status of a task-1

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.How to Change the Status of a Task
  4. Once you are ready to move the protocol to 'Complete', 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. 

If you'd like for a task to go from In review back to Completed, the e-signatures need to be revoked. This article goes over how to revoke signatures. 

Protocols can progress forward and backward one step, but cannot skip steps in between. 

If you have any additional questions, please, do not hesitate to contact us at support@scinote.netFor more information about the Premium plans, please request a quote.