With BLISS, delegation and approval of work made easy with the Bulk assign and Bulk approve feature

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company for which you want to bulk assign and bulk approve.

Step 2: Click Action Tracker.

Step 3: Select the filter option.

Step 4: Select the unassigned option under the ‘filter based on assignee’ option for bulk Assign. Click Apply.

Step 5: Select the check box “Select All/None” or individually select multiple tasks and Click Bulk Assign.

Step 6: Select the Responder’s name, Approver’s List, Type of Approval. Click Submit.

Note: There will be e-mail alert sent to the Assignee.

Step 7: The respective tracker gets updated with Assignee and Assignor details as shown below:

BULK APPROVE:

Step 1: Repeat Step 3 - and select ‘Filter based on Approver’ for bulk Approve. Click Apply.

Step 2: The list of tasks gets filtered based on the selection of approver, to select all the tasks check box “Select All/None” or individually check box for selected multiple tasks and Click ‘Bulk Approve’.

Step 3: New pop-up window appears for pre-view of the trackers before approval and select the date of completion and add comments if any. Click Submit.

Step 4: A confirmation pop-up to submit the Action -Tracker appears as shown below:

Step 5: A success message screen appears.

Step 6: The closed Tracker can be viewed under Event Based Compliance in Records section of respective financial year.

Step 7: The same can be also downloaded as a report under MIS reporting tab to get the status of our tasks.