When the user receives a proofreading pending task, it will be available on the system's home screen under the Elaboration tab, as shown in the screenshot below:
On this screen, we can monitor the pending task's information: pending status; pending type (proofread); document code and title; document unit; document process; document due date.
At the bottom of the pending task screen, a legend for each Status will be available. Below is the description for each Status:
On time: The pending task is still within its deadline.
Close to the deadline: The pending task will change to this status on its due date.
Overdue: This status will be displayed after the pending task's deadline has expired.
Disapproved: This status will be displayed for the elaboration pending task when the document is disapproved in the proofread and/or approval stages.
To perform the pending task, click on it to carry out the actions. On the document proofread screen, it is important to open the document to verify it and perform the proofread. Both on the proofread screen and in the file preview, it is possible to approve or disapprove the document.
If you defined the document to have a specific expiration date during its registration, the defined validity will be displayed on the pending task screen. Otherwise, the field will not be shown. It is also possible to edit the document's registration by clicking Edit register.
Approving the document sends it to the next step according to the defined workflow. If it is necessary to disapprove the document, the system will open a field for you to insert the justification and then save the action. When a document is disapproved in the proofread phase, it will return to the elaboration stage.
If the document has any associated documents, it will also be possible to view them in the proofread stage. To view them, simply click the arrow next to the associated document's name.
