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Everyday use of the Task List

Overview

When using Rapptr on a day-to-day basis, it is expected that the user organises all their actions around the items on the task list. 

As mentioned in our articles, the Task List is a cumulative list containing all open tasks in the system. This means that tasks will appear in the Task List, prompting the user to look into the task, until they are closed.

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The Task List is ordered based on the task deadline; tasks with the shortest deadline will be displayed at the top. Tasks that do not have a deadline or have an unknown deadline always appear at the top of the list. This is because the deadline could potentially be earlier than the earliest specified deadline. Examples of tasks with unknown deadlines: Issuer Limits disclosures, Short Selling Breaches and Rapptr Control Rules.

The Task List displays who is assigned to the task and where in the process the task is. The Task List can also be filtered using the filter.

In order to use the Task List most effectively, we strongly recommend the following approach:

1. Monitor 

All users should carefully monitor the Task List for any new tasks. Tasks are arranged in order of deadlines.

2. Assign

Any new task should be first assigned to the appropriate Rapptr user. This allows delegation and clear lines of responsibility in audit trails. Read Task AssignmentsThe comment function is useful for providing clear communication to other colleagues who oversee this disclosure.

3. Investigate

Once assigned, the task should be investigated before any action is taken e.g. the rule and the assets in question should be scrutinised before a disclosure is made:

This usually involves analysing the rule or assets involved. For more in-depth analysis the memo should be read which can be accessed via the “Source” button which directs the user to the specific section on aosphere which contains the rule in question.

4. Action

Based on the investigation, the assignee should accept (disclose) or reject the task.

 

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