Troubleshooting Making a Form Available to Caregivers

Issue:

You want to know if a form can be set as a default task for caregivers, so it always appears in their tasks menu without needing to assign it manually each time.

Solution:

1. Task assignment

Caregivers must manually assign the form each time they create a visit, as it will not appear by default.

2. Mandatory fields

Only forms can be made mandatory. Tasks cannot be set as mandatory, meaning caregivers cannot be required to assign themselves to this task.