Adding and Managing Assessment Tasks
The easiest way to add an assessment task is from within any of the Handling Plan Record’s sections (Situation, Risk, Goals, Solutions).
For example, here we can see the ‘Add Assessment Tasks’ button in the bottom right of the screen.
Clicking on this button brings up the Add Assessment Task form.
Provide a title for the assessment task.
Add notes for the task explaining in more detail what is required.
You can then use the status dropdown to show where it is up to in terms of being completed (No Progress/In Progress/Completed.
Another dropdown allows priority to be set (High/Medium/Low).
A Final dropdown allows the task to be assigned to a specific member of the team.
Once you click the ‘Save assessment task’ button the details will be saved indicated by the saved allert underneath the modal title and the assessment task form will be cleared ready to enter the next task.
Another way to add assessment tasks is from within the ‘Tasks’ view.
This view is accessed from the ‘Patient Detail’ view and each handling plan record has its own ‘Tasks’ view.
Clicking on any handling plan record’s ‘Tasks’ button will take you to the ‘Tasks’ view.
Clicking on the ‘Create Assessment Task’ button takes you to the ‘Create Assessment Task’ view that mirrors the ‘Add Assessment Task’ modal above.
Clicking on an actual Task takes you to the ‘Edit Assessment Task’ view that again mirrors the ‘Add Assessment Task’ modal above and allows you to make changes (e.g. show changes in the tasks status).
