How do I document a task?

Q: How do I document a task?

From task page: Once you are ready to document a compliance task, go to the Status box at the top right of the page of the specific compliance task. Choose Sure! You will be prompted to add any additional notes regarding this task (for example, how a notice was distributed or if a disclosure was included in your plan documents). When you are done, choose “Document” and you’re done! From email: Choose the “Document Task” button. You will be directed to the compliance page and will be prompted to add any additional notes. Follow the steps above to complete documentation.

Question

ComplianceDashboard · Accepted Answer

From task page: Once you are ready to document a compliance task, go to the Status box at the top right of the page of the specific compliance task. Choose Sure! You will be prompted to add any additional notes regarding this task (for example, how a notice was distributed or if a disclosure was included in your plan documents). When you are done, choose “Document” and you’re done!
From email: Choose the “Document Task” button. You will be directed to the compliance page and will be prompted to add any additional notes. Follow the steps above to complete documentation.