IPRA Assignments and Tasks

Assignments Tab (Records Supervisor View)

The Assignments tab allows staff users to view IPRA requests that have been specifically assigned to them by a supervisor.

When a legal supervisor assigns a request, the assigned staff member can see the record in this tab.
No data appears here until an assignment is made.

Table Fields

Field Name	Description
Name	Name of the user assigned to the request (typically the logged-in staff).
Email	Email address associated with the assigned user account.
Phone	Contact number (if available in the user's profile).
Assigned On	Date and time when the assignment was made.
Assigned By	Name of the supervisor who assigned the request.
Actions	Available options (e.g., view or manage assignment).

Tasks Tab

The Tasks tab allows users to create and manage action items related to an IPRA request. It supports tracking of activities such as document collection, review, redaction, and response preparation.

Navigate to the Tasks tab in the IPRA Case.

Tasks Table Fields

Field Name	Description
Name	Title of the task.
Assigned To	User assigned to complete the task.
Due Date	Deadline for completing the task.
Created On	Date when the task was created.
Created By	User who created and assigned the task.
Actions	Options to edit or delete the task (where permitted).

Create a Task

Click + Add New to open the Create Task form.

Enter the following details:
- Assignee – Select the user responsible for the task (e.g., Records Staff 1).
- Task Name – Provide a short, descriptive title.
- Task Description – Describe the required action (e.g., "Gather related case documents for redaction").
- Due Date – Select the date the task must be completed.