Task Completions and Approvals

1. CORE FEATURES

2. Program Management

3. Trips

Task Completions and Approvals

Overview

The Completions Dashboard provides administrators (and authorized leaders) with a centralized view of all task submissions across participants. Use it to review uploaded documents, approve or reject submissions, and track overall preparation progress.

Accessing the Completions Dashboard

1 Navigate to the Trip Details page. 2 Click the Tasks tab. 3 Open the Completions tab.

Submissions appear in a separate list from the task definitions.

Viewing Task Completions

The completions dashboard shows every task submission with the following information:

Task Participant Roster

For any individual task, you can view exactly which participants are targeted and their completion status:

1 Use View participants in the task row to open its participant roster. 2 A panel opens showing every participant assigned to that task with their status:

3 Use the filter dropdown to quickly find participants by status (e.g., show only "Incomplete" or "Rejected").

Approving a Submission

1 Review the submission details and any uploaded document. 2 Click Approve on the submission, review the confirmation dialog, then select Approve. 3 The participant's task status updates to "Approved."

Rejecting a Submission

1 Review the submission details. 2 Click Reject. 3 Enter a reason in the Reason for Rejection field, then select Reject in the dialog. A rejection without a reason is blocked. 4 The participant's task status updates to "Rejected" and they can resubmit.

Filtering Completions

Filter the completions list by:

• Status: Show only submitted (awaiting review), approved, or rejected items.