Creating a Task

To create a task for a document:

  1. Select Document actions at the end of a document row, in any document folder to open the Document actions menu:

  2. Select Create Task.

  3. The Task screen displays:

    Note - The Patient Details section only displays for documents that are filed.

    Complete as follows:

    • DETAILS:

      • Recipients - Select the recipient of this Task, this can be one or more individual members of staff, yourself to act as an aid memoir or a staff group, simply start typing and a smart list displays to select from.

      • Subject - Enter a short description of the task, up to 30 characters.

      • Category - Select a category from the list provided.

      • Due date and time - Enter the date and time that this task should be completed by, using the format DD-MM-YYYY HH:mm, or select Calendar to open a date and time picker:

      • Additional Notes - Enter any additional notes.

    • LINKED TO - Displays the details of the document that this Task is linked to. Select to open the document in a new tab.

    • STATUS:

      • Priority - Select from:

        • Routine - Tick if this Task should be marked as routine.

        • Urgent - Tick if this Task should be marked as urgent.

        • Urgent when overdue - Tick if the priority of this Task should increase when overdue.

      • Task contains sensitive information - Tick to mark a Task as sensitive, if selected only the sender, recipients and system supervisors can see the full details of the Task.

        Important - Ensure you do not include sensitive data in Subject as this may inadvertently be seen by unauthorised staff.

      • All recipients must complete - If this Task is going to a group of recipients, tick to request they all complete the task as opposed to just one of them.

      • Notify me when complete - Tick to receive a notification when this Task is complete.

  4. Select Send Task to send the Task to the recipient.

A banner displays when the Task is successful:

The recipient is notified of the Task in Tasks.

Documents that have been through the workflow process display with View Tasks in the document list:

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.