Task Completions and Approvals

Overview

The Completions Dashboard provides administrators (and authorized leaders) with a centralized view of all task submissions across participants. Use it to review uploaded documents, approve or reject submissions, and track overall preparation progress.

Accessing the Completions Dashboard

1

Navigate to the Trip Details page.

2

Click the Tasks tab.

3

The completions area is integrated into the tasks view, showing submission statuses alongside task definitions.

Viewing Task Completions

The completions dashboard shows every task submission with the following information:

Column
Description

Participant

Name and email of the participant

Task

The task that was completed

Status

Current status: Submitted, Approved, or Rejected

Submitted At

Date and time the participant marked the task complete

Document

Link to the uploaded file (if the task requires a document)

Actions

Approve or Reject buttons

Task Participant Roster

For any individual task, you can view exactly which participants are targeted and their completion status:

1

Click on a task or select View Participants from the task's action menu.

2

A panel opens showing every participant assigned to that task with their status:

Status
Meaning

Not Started

Participant has not submitted anything for this task

Submitted

Participant has completed the task and is awaiting approval

Approved

Submission has been reviewed and approved by an admin or leader

Rejected

Submission was reviewed and rejected (participant needs to resubmit)

3

Use the filter dropdown to quickly find participants by status (e.g., show only "Incomplete" or "Rejected").

Approving a Submission

1

Review the submission details and any uploaded document.

2

Click Approve.

3

Optionally add admin notes explaining the approval.

4

The participant's task status updates to "Approved."

Rejecting a Submission

1

Review the submission details.

2

Click Reject.

3

Add admin notes explaining why the submission was rejected and what the participant should do differently (recommended).

4

The participant's task status updates to "Rejected" and they can resubmit.

Filtering Completions

Filter the completions list by:

  • Status: Show only submitted (awaiting review), approved, or rejected items.

  • Task: Filter to see completions for a specific task.

  • Participant: Search by participant name.

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