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Review open work that is with Institution

With Institution helps separate recorded review work from items awaiting client input.

Updated 2026-11-11

Choose With Institution in the Next step filter to view items whose recorded next step is on Institution’s side. For service tasks, a waiting-on-staff state is classified this way.

Open the task and read its current message or comments. A submitted service task can show Submitted. Institution is reviewing this task. That is different from the task being completed, so it may remain in open work while the review proceeds.

If you have additional information, use the task’s comment field when available. State what changed and whether it affects the submitted work. Do not try to work around the read-only checklist by creating a second version of the same task.

The filter indicates a recorded next step, not a guaranteed review time or a named reviewer. If you need a timing update, ask about that specific task and mention any relevant deadline. If the queue is empty, return to All next steps before concluding that the company has no open work; other items can be waiting for client input or have no classified responsibility.

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