Who is this article for?

All users who need to track and manage their assigned tasks across modules.

No special access or permissions are required.

Rather than checking each register individually, My Work aggregates your outstanding actions, audit steps, questionnaire responses, review points, and overdue items in one place, so you can start your day knowing exactly what needs attention.

This article outlines how you can use it to manage your everyday work.

Accessing My Work

To access your personal dashboard:

1. Click My Work in the top navigation bar.

2. Use the filter or sort options within each section to show only overdue actions or sort by due date.
   Items with a red indicator are overdue and require immediate attention.

Note

Depending on your layout, this may appear as the label My Work or as a person/task icon.

My Work opens, showing a summary of items assigned to you across all modules.

Navigating sections

My Work is typically organised by category.

Common sections include:

• My Actions - actions where you are the owner, grouped by status or due date (overdue actions appear highlighted in red)
• My Tasks / My Questionnaires - questionnaire responses assigned to you, showing the due date and your current completion percentage
• My Audits - audits where you are a team member, and any audit steps or phases you own or have been assigned
• My Review Points - review points raised against your work that you still need to address
• My Risks / My Controls - risks or controls where you are the ownerActing on items

For simple actions - such as marking a task as complete or acknowledging a notification - some items can be acted on directly from the My Work list without opening the full record.

For more detailed work - adding notes, attachments, or evidence - click the item title to open its full record page.