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Task Sheets & Task Books

Use the task book signoff matrix

Review progress across multiple people and sign off eligible people on the same task.

The Signoff matrix lets authorized task book administrators review multiple people at once.

Open and read the matrix

  1. Open a template’s View assigned area.
  2. Choose Signoff matrix.
  3. Select a section to display its tasks. Optionally filter by organization group.

Each row represents a person; each column represents a task. The legend distinguishes Not started, Awaiting instructor, Awaiting trainee, and Complete. Unavailable work cannot be signed off from that cell.

Sign off several people

  1. Select eligible people within a single task column.
  2. Choose Sign off.
  3. Check the completion date. It defaults to today; change it if needed.
  4. Submit the signoff.

A bulk action cannot combine different tasks, overwrite an existing instructor signoff, or include someone you do not have permission to sign for. If another instructor signs while your matrix is open, refresh before trying again.

When available, Roster completion as an event continues to the training-event form with the selected task completions attached.

If the matrix or an action is unavailable, ask an administrator to check your task book permissions, the assignment status, and active phases.