To review and process upcoming tasks, do the following:

IMPORTANT: When two tasks (one declare task and one destruction task) are scheduled to run on the same day and same time, the declare task is first run. The destruction task runs after the declare task completes, and remains in the Upcoming tab until it starts.

  1. In the list pane, select Tasks and then select Upcoming. All upcoming tasks are displayed.

    upcoming_tasks.png
  2. Select Recalculate Upcoming if you want the tasks to be triggered earlier. Tasks are triggered for recalculation.

  3. After the recalculation is complete, do one of the following:

    • If the setting it set to Items are not destroyed until approval is received by an authorized reviewer in Disposition Review Settings, then the status of the upcoming tasks are as follows:

      • Approved

      • Denied

      • Processed

      • Pending Approval

      • Pending Processing

        idm_new_44.png

        To change the status of the upcoming task, select the idm_new_30.png kebab menu next to the upcoming task and change the status from:

        • Pending Approval to Approve or Deny. The status changes to Approved or Denied based on your selection.

        • Pending Processing to Process. The status changes to Processed.

    • If the setting is set to Item destruction is pre-approved unless denied by an authorized reviewer in Disposition Review Settings page, the status of the upcoming tasks are as follows:

      • Pre-Approved

      • Denied

      • Processed

      • Pending Processing

        idm_new_55.png

        To change the status of the upcoming task, select the idm_new_30.png kebab menu next to the upcoming task and change the status from:

        • Pre-approved to Deny. The status changes to Denied.

        • Pending Processing to Process. The status changes to Processed.

IMPORTANT: When creating events, if you haven't selected, then you have to process the pending tasks and the Pending Processing and Processed statuses are displayed. The approval process is as follows:

  • Pending approval

  • Approval

  • Pending processing

  • Processed

If you deny any task, no further changes can be done to the task.

  1. (Optional) Select settings.png to display the Table Columns list. You can select or deselect the columns you want to display on the Upcoming Tasks page. The selected columns are displayed on the Upcoming Tasks page.

table_column.png

NOTES:

  • If you have selected the Automated check box when creating or editing events, then you don’t have to process the task. Automated events are run when you run upcoming tasks.

  • All eligible tasks are automatically run once a day.