Adding and Managing Implementation Tasks
The easiest way to add an implementation task is from within a Handling Plan Record’s Development section.
Here we can see the ‘Add Implementation Tasks’ button at the bottom of the Handling Plan Development portion of the screen.
Clicking on this button brings up the Add Implementation Task form.
Provide a title for the implementation 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 implementation task’ button the details will be saved indicated by the saved alert underneath the modal title and the implementation task form will cleared ready to enter the next task.
Another way to add implementation 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.
As you can see if there are both assessment and implementation tasks each will be shown in their respective lists.
Clicking on the ‘Create Implementation Task’ button takes you to the ‘Create Implementation Task’ view that mirrors the ‘Add Implementation Task’ modal above.
Clicking on an actual Task takes you to the ‘Edit Implementation Task’ view that again mirrors the ‘Add Implementation Task’ modal above and allows you to make changes (e.g. make changes in the status of the task).
