General Tasks are created when the Employee does not need to complete a Form as part of the Task.
To add a new General Task, select No when asked if you wish to attach a Form to the Task.
Complete the resulting fields and click Save. You do not need to select a Client when creating a General Task.
Form Attached Tasks
A Form Attached Task allows you to assign a Form to an Employee to complete as a Task. When adding a new Form Attached Task, select Yes when asked whether you wish to attach a Form to the Task.
Next, select the Form you wish to attach to the Task in the Form field.
By default the Task Name will be the same as the Form name but can be edited as necessary. Note that you must select a Client to create a Form Attached Task. Form Attached Tasks must be assigned to an Employee in order to be completed.
Once the Form attached to the Task has been submitted, a tooltip will appear in the Tasks list next to Task Name with the name of the Employee who submitted the Form along with the date and time of submission.
Event Tasks are triggered according to a Client's Vitals Configuration. When setting thresholds for a Client's Vitals in the Vitals Configuration tab, you have the option to set an Alert Resolution Task for the Vital and select Send Notification for the threshold.
When a Vital reading is recorded that hits the threshold value, an Event Task will be created in the system (for example, if a Client's blood pressure is above the High threshold). This Task can then be assigned to an Employee to address.
A Form of Type Dispatchable Event Task must also be configured in Settings>Form Settings in order to use Event Tasks.
- How do I add a new Task?
- How do I view/manage all Tasks in the system?
- How do I edit/assign/delete a Task?