Claim a Task

You can claim a task that is unassigned by clicking the claim task button that is presented when there are unassigned task in the task queue.

Overview

The new task is assigned to you based on configuration (that is, date received, task priority, and so on).

Required Role Permissions

The user must have a role with these General Permissions through Roles Management to complete these manual processing steps:

• Dashboard
• Task
• Document Review Task

The user must have a role with the View Document and Doc Review Task, Document Permissions through Roles Management to complete these manual processing steps:

• Drivers License
• Birth Certificate
• Independent Verification

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Claim Tasks from the Dashboard

Log into the Student Financial Aid User Interface (UI).

1. Navigate to Dashboard > Task Overview (default screen upon login).
2. Click the Review Document for Approval task queue.
   • Confirm there is a download icon in the sidebar and a Claim A Task button displayed.
3. Click Claim A Task.
   If there are other unassigned tasks for the student, you can claim them too:

   • Select additional tasks.
   • Click the Claim # of # button.
4. The task(s) will remain in your queue until they are completed or reassigned.

Claim Tasks From the Student Record

1. Enter the student's external student ID number in the search field located in the upper right-hand corner.
   • Navigate to Student Record > Student Summary (default screen)
2. Click the View Student Tasks link in the header - OR -
3. Click the View Student Tasks link in the right sidebar in the Pending Actions, Tasks section.