Review and Approve exhibitor tasks.
Review and Approve Tasks
To effectively manage tasks requiring review within the FFAIR platform, follow these steps:
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Navigating to Tasks Review Section:
- Navigate to the "Tasks Review" section located on the left-hand menu of the platform.
- Here, you'll find two tabs:
1. By Organiser:
- This tab categorizes tasks needing review by your organization. It consists of two sections:
- In Review: Tasks that need approval, and you have started reviewing them. Assign tasks to this status to inform exhibitors that they are moving towards approval or rejection. Tasks cannot be edited at this point.
- Waiting for Approval: Tasks created with 'approval required' status, where the exhibitor has completed the task and it is awaiting your approval. Tasks can still be edited at this stage.
2. By Email:
- This tab lists tasks that have been sent to a pre-defined 3rd-party for review via email. It functions similarly to the By Organiser tab, with tasks categorized into In Review and Waiting for Approval sections.
Reviewing Tasks:
- To view a task awaiting approval, click on the task title. It will open in a pop-up on the right-hand side, displaying all completed information by the exhibitor.
- In the "Status" field, you can click on 'In Review' to move the task to the aforementioned status. Alternatively, if you're able to approve/reject the task immediately, you'll see the option to do so at the bottom of the pop-up screen.
- Similarly, to view a task in review, click on the task title. It will open in a pop-up on the right-hand side, showing completed information by the exhibitor.
- In the "Status" field, you can click on 'Waiting for Approval' to move the task to the mentioned status. Alternatively, if you're able to approve/reject the task immediately, you'll see the option to do so at the bottom of the pop-up screen.