Measures

Under "My tasks → Measures" you find all progress reports requested from you, already processed, as well as all open and completed measures you are responsible for.

Progress reports

The progress reports for which you are responsible can be found under "My tasks → Measures → My progress reports".

In the left area you can filter the progress reports by status. In the individual points you can see:

All

All progress reports for the measures you are responsible for. The status of the progress report is not relevant for this.

Requested

The measures you are responsible for, for which an expert or professional has requested a progress report.

Answered

The measures you, as the person responsible, have submitted a progress message for, which has yet to be accepted.
The experts and professionals who have requested a progress report do not find the reply here but under "Measures → Progress reports".

Accepted

The progress reports for accepted measures.

Report progress.

This button also allows you to report progress if the progress report has not yet been requested. If you have reported progress on a task, it will be marked as answered. This means that progress cannot be reported on this measure again until the response has been accepted.
This option is only available if the "Report progress actively" option has been enabled under "Administration → Global settings → Optional measure properties".
If the measure is assigned to a team and someone reports progress independently, team members will not be informed.

Answer progress report/Report progress

Click a progress report to be redirected to its measure. However, only requested progress reports can be filled in and processed. Using the "Report progress" button allows you to also report the progress for not yet requested measures.

All other progress report statuses are read-only and can be viewed but not edited.

In order to submit a progress report, double-click on the required measure. You can then fill out and submit the progress report yourself, or delegate this task to an advisor.

The header data for the measure is displayed in the upper area. This is followed by the progress report that is currently being given. Below this, you can see all existing and accepted progress reports for this measure.

Report:

Enter the processing status of the current measure in a few words here.

Mentioned deadline:

The planned date of implementation. This comes directly from the measure. If something changes in the process flow, you can enter a new deadline here.

Progress:

Indicate here how far along you are with the implementation of the measure.
Caution: If the measure is in the status "Suspended" a progress report can be requested and answered, but no progress can be indicated!

Comment:

Additional information on the status exchange between inspector and person responsible can be entered here.

Advisor

You have the possibility to delegate the filling out of the progress report to one or more advisors. If the advisor finishes the answering of the progress report, it will be returned to you. After your review you can then return the progress report to the sender or make modifications or delegate it again and leave a comment.

Evidence:

Here, you have the possibility to upload documents that verify the status of the measure.

Open/finished measures

Under "My tasks → Measures → Open measures" you find all measures for which you are responsible and which have not yet been completed.

Under "My Tasks → Measures → Finished measures" you will find all measures for which you are responsible and which you have completed.

Click on a measure in one of the views to be redirected to it. Here, you see the header data for the task and all progress reports. However, you can only view the measure here, in other words, you cannot edit either the measure or the progress report.