Forum Discussion
MonicaCUtah
Jul 05, 2023Copper Contributor
Locking Tasks / Turn off Completion Function
I am a federal grant manager. As part of this, we have large projects with compliance requirements at every turn. Currently, the Planner App works well for us. I can create Projects 'ARPA Medical Projects' and then break that down into buckets "Children's Hospital" "Mental Health Clinic" "Health School". From there, I break them down by life cycle - Pre Award, Award, Post Award, Compliance, Monitoring, Auditing, Closeout, etc. This works GREAT - except for one thing. Clicking on anything 'Completes' it, and it 'disappears' to the bottom.
1) I would like to LOCK or SHUT OFF the completion function
2) I would like to limit WHO can 'COMPLETE' the tasks.
From an organization and ease function, NOTHING compares to the ease of this program. It is exactly what I need. I just DON'T want data disappearing, especially since an auditor needs to review it.
If not here, then WHERE? What program should I be using to organized the compliance of these things?
- Guillaume777Brass ContributorMay I also suggest (request) a « who can modify/delete » the task? At the moment planner cannot be trusted from this point of view as the personn who is trusted with a task can modify and even delete it without any warning being sent to the manager!?
Thx for the attention- LeeEbbreCopper Contributorwe need to be able to lock dates down, members are able to freely change what ever they want at the moment.
- LeeEbbreCopper Contributor
in other systems ive created, we would allow the Project Manager (owner) and task owner to complete tasks... as for dates this was a lock option on the task allowing you to specify the people who could change dates, if nobody selected then only the Project Manager (owners) could edit dates.