Compliance Task Management Solution
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Task Management Module
MyComplianceOffice offers firms a Task Management module that enables employees to create tasks for planned compliance actions that are required to be completed on either a once off or recurring basis.
The task management module is fully integrated with the workflow engine to route assignments to selected employees for resolution. Once all related assignments have been completed, the task or instance of the task can be closed.
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Other task management features include:
- Attach documents to tasks or assignments
- Assign compliance categories and priorities to tasks
- Set recurrence patterns for tasks
- Set email notifications and escalations
- Filter tasks or assignments based on their status
- View and edit task details
- View full task or assignment history
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