Once configured, when a TPM engagement is Approved or Approved with Conditions, an automated task will be created by the system and will be assigned to the submitter. 

Note: A 1-2 minute delay may exist between the time the request is approved and when the task is created. 

The automated task will be assigned from System User and an email notification is sent to the submitter to let them know that an automated task has been assigned to them. The email will contain a link to access the task. 

Additionally, the automated task is tied to the original Request ID and can be accessed within the request by clicking on the Tasks tab. 

The title of the task will be Third-Party Renewal and the Due Date of the task will match the expiration date of the engagement. 

Automated tasks are also displayed in the Tasks section of the Gateway under My Tasks. 

When an automated task is created, the Task History records the action based on when it was auto-created.

Reminder Emails

Automated tasks are included in reminder emails once they are within 90 days of the task due date. 

Updates to Engagements or Tasks

• If the expiration period of an engagement changes after full approval, through an update to the engagement, the existing task is updated with the new expiration period.

The update is also logged in the Task History. 

• If an approved engagement is updated and reapproved, but the corresponding automated task is already marked as completed or canceled, the task is restarted and the due date is updated to correspond with the updated engagement. 

The update is logged in the Task History by System User. 

• If the submitter is reassigned after the approval of an engagement, the corresponding automated task has to be manually reassigned to the new submitter.  

Task Admins

• Users with the Edit All Tasks privilege (Task Admin) can update any field within automated tasks, including the assigned from and due date fields. 
  • If the task has been updated by the Task Admin and the engagement is updated and reapproved, any changes made by the Task Admin will remain unchanged. Only the due date of the task will update to correspond with the updated engagement.