- Click the Activity tab >Tasks.
- Click on a Task Review Name.
- Read the instructions at the top of the Task Review panel to understand what you're reviewing and the evaluation criteria.
- Work through the checklist (if provided). Check the box next to each item as you verify it.
- Review the supporting documents. Scroll down to see attached files. Download or view as needed.
- Add your comments in the Comments field. (optional)
- Upload relevant file(s). (optional)
- Make your decision.
- Click Approve Task if the record meets your criteria.
- Click Reject Task if changes are needed, or the record doesn't meet criteria.
- Click Save to preserve your work and return later. Your comments and checked items will be saved.
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