Task management

A task is created in the registry each time an AR with Initiator rights (role 2 or 4) performs an operation that has to be approved by an AR with Approver rights (role 3 or 4). For example:

• Transactions must in most cases be approved by a second person (see all transaction rules). An AR with Approver rights (role 3 or 4) must approve the corresponding task in the task list.
• The addition of an account to the Trusted Account List (TAL) must always be approved by an AR with Approver rights (role 3 or 4).
• The addition, replacement or suppression of an AR must always be approved by the registry administrator (this task will not appear in your "Task list").

Approve or reject a task

In order to approve or reject a task in the registry, you need to:

1. Go to the Task list
   • Log in into the registry.
   • Go to the "Task list" on the left hand side menu. You receive a table with all your tasks (one row per task/request).
   • Search the task you want to approve or reject.
2. Claim the task
   Depending on the value of the [Claimant] column of the corresponding task row, the following actions have to be executed:
   • A. No value in the [Claimant] column:
     • Check the checkbox in front of the corresponding task row.
     • Click on the "Claim task" button just below the tasks table ⇒ your name will appear in the [Claimant] column of the corresponding task row.
   • B. Your name already appears in the [Claimant] column:
     • Go directly to step "3. Approve or reject the task".
   • C. The name of another person appears in the [Claimant] column:
     • Check the checkbox in front of the corresponding task row.
     • Click on the "Assign" button just below the tasks table ⇒ you receive a dropdown list box with the list of persons who can approve the task.
     • Choose your name and click on the "Save" button.
     • Click on the "Confirm" button ⇒ your name will appear in the [Claimant] column of the corresponding task row.
3. Approve or reject the task
   • Click on the [Name] in the corresponding task row ⇒ you will receive a new screen with the details of the task.
   • Click on the "Approve" or "Reject" button at the bottom of the screen according to the action you want to perform with the task and follow the assisted confirmation procedure.

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