The CIPC tasks table is in the CIPC Department. This is a manual table.
To add a CIPC task
Click on the CIPC Task table
Then click on 'ADD RECORD' in the top right corner.
Next, select a task, client, accountant, status, and partner/manager where applicable.
Leave the Details section empty for now.
Click Save&Edit. The view will change to show CIPC subtasks at the top.
Click on this tab.
It will take you to a list of all the CIPC documents and steps needed for that particular task.
Click on the icon in the Template Download Link column to download templates where provided.
You can store documents in the Documents tab as you receive them.
Once the documents have been submitted to CIPC, click on the record and add an Uploaded Date in the Details tab.
The day counter will start counting in calendar days, making it easy the see when you can follow up or escalate a task.
The Due Date will be scheduled for 10 calendar days after the Uploaded date. This will be reflected in the All Tasks Due table.
Once a task is marked as Completed, it will move to the CIPC Tasks Archive folder.
Task reminders & working on tasks
All tasks that have a due date will schedule a reminder in the All Tasks Due Detail table. This post will explain more about how to work on tasks in DataGrows and how to time on a task.
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