Getting started

Find your work and notifications

Use My work and the notification inbox to locate assignments and open their underlying records.

Before you start

Who this is for: Signed-in contributors and program operators with access to My work.

  • Select the organization where the assignment was created.
  • Assignments and notifications are limited by your role and access.

Follow these steps

  1. Open My work

    Choose My work in the main navigation. Review the work visible to you, including tasks and approval-related activity. Open an item to inspect the underlying record before making a decision. A task title is a pointer to the work, not a substitute for its instructions.

  2. Review Notifications

    Open Notifications within My work. The inbox shows messages such as assignments, mentions, evidence review updates, policy approvals, and review reminders. Check the organization named above the inbox so you do not confuse notifications from different memberships.

  3. Narrow the inbox

    Use All, Unread, or Read and the available notification-type filters. If the inbox appears empty, return to All or use Clear filters before concluding there is no work. Read the linked item's current state because a notification can describe an earlier event.

  4. Complete the underlying action

    Follow the link, review the requested scope and due date, and perform the action your role allows. Return to the inbox to manage read status. Marking a notification read acknowledges the message; it does not submit evidence, approve a policy, or finish a task.

What you should see

You can identify the record requiring attention and separate notification status from the work's actual completion.

If something doesn’t look right

An item is missing

Confirm the workspace, clear filters, and ask the assigning person to verify the assignee.

The linked record is unavailable

Your membership or resource scope may have changed. Give an administrator the item title and visible error without copying private evidence into the public support chat.

Still need a little help?

Ask the assistant about these steps, or tell our team where you got stuck.

Contact support

Resguarda assistant

AI help, grounded in our guides

Hi. How can we help?

Ask about a Resguarda workflow. I can explain the steps, but I can’t access or change your workspace.

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